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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,713 | $129,737-17.7% | $119,126-10.4% | $154,746-31.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.72% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,941 | $4,375-55.6% | $4,034-51.9% | $4,379-55.7% |
| Participant deferral / active EE | $8,750 | $5,842+49.8% | $5,318+64.5% | $6,730+30.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |