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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,432 | $106,923-6.1% | $84,023+19.5% | $152,909-34.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.59% | 105.02%-87.4pp | 71.32%-53.7pp | 345.46%-327.9pp |
| Employer contribution / active EE | $3,404 | $2,735+24.5% | $1,984+71.6% | $4,764-28.5% |
| Participant deferral / active EE | $4,129 | $4,013+2.9% | $3,239+27.5% | $5,851-29.4% |
| Admin fee / account holder | $176 | $8,289-97.9% | $6,102-97.1% | $11,601-98.5% |