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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,478 | $103,000-12.2% | $90,300+0.2% | $152,885-40.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.19% | 95.19%-69.0pp | 78.11%-51.9pp | 345.39%-319.2pp |
| Employer contribution / active EE | $4,349 | $3,138+38.6% | $2,854+52.4% | $4,763-8.7% |
| Participant deferral / active EE | $6,042 | $4,281+41.1% | $3,884+55.5% | $5,851+3.3% |
| Admin fee / account holder | $238 | $6,173-96.1% | $5,353-95.6% | $11,598-97.9% |