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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,077 | $112,131-24.1% | $95,964-11.3% | $158,982-46.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.37% | 171.19%-146.8pp | 91.64%-67.3pp | 302.99%-278.6pp |
| Employer contribution / active EE | $5,026 | $3,199+57.1% | $2,541+97.8% | $4,763+5.5% |
| Participant deferral / active EE | $5,818 | $4,784+21.6% | $4,167+39.6% | $5,983-2.8% |
| Admin fee / account holder | $277 | $10,136-97.3% | $6,797-95.9% | $11,252-97.5% |