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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,503 | $157,304-36.7% | $141,197-29.5% | $152,909-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.13% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.3pp |
| Employer contribution / active EE | $7,292 | $5,263+38.6% | $4,736+54.0% | $4,764+53.1% |
| Participant deferral / active EE | $5,816 | $7,111-18.2% | $6,710-13.3% | $5,851-0.6% |
| Admin fee / account holder | $19 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |