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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,323 | $99,079+17.4% | $78,002+49.1% | $273,972-57.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.98% | 217.93%-211.0pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,768 | $3,308-46.6% | $2,470-28.4% | $4,869-63.7% |
| Participant deferral / active EE | $5,601 | $4,306+30.1% | $3,497+60.2% | $5,287+5.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |