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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,189 | $100,203-18.0% | $85,240-3.6% | $145,897-43.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 84.28%-64.7pp | 66.75%-47.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $7,760 | $3,242+139.4% | $2,735+183.7% | $4,663+66.4% |
| Participant deferral / active EE | $12,705 | $5,299+139.8% | $4,527+180.6% | $6,689+89.9% |
| Admin fee / account holder | $23 | $7,265-99.7% | $6,165-99.6% | $13,390-99.8% |