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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,654 | $152,612-22.9% | $125,192-6.0% | $152,897-23.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.88% | 54.85%-32.0pp | 43.79%-20.9pp | 345.43%-322.5pp |
| Employer contribution / active EE | $12,000 | $4,947+142.6% | $3,866+210.4% | $4,764+151.9% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,851+184.8% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,599-99.9% |