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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,713 | $111,535-4.3% | $105,223+1.4% | $137,256-22.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.72% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,941 | $3,939-50.7% | $3,689-47.4% | $4,156-53.3% |
| Participant deferral / active EE | $8,750 | $5,500+59.1% | $5,072+72.5% | $6,407+36.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |