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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,618 | $99,079-0.5% | $78,002+26.4% | $273,972-64.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 8.29% | 217.93%-209.6pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $6,477 | $3,308+95.8% | $2,470+162.2% | $4,869+33.0% |
| Participant deferral / active EE | $6,111 | $4,306+41.9% | $3,497+74.8% | $5,287+15.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |