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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,787 | $176,402-36.6% | $134,162-16.7% | $158,982-29.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.49% | 63.66%-49.2pp | 36.35%-21.9pp | 302.99%-288.5pp |
| Employer contribution / active EE | $8,332 | $5,042+65.3% | $3,705+124.9% | $4,763+74.9% |
| Participant deferral / active EE | $10,128 | $4,093+147.5% | $3,500+189.4% | $5,983+69.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |