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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,627 | $111,814-23.4% | $93,654-8.6% | $145,959-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.15% | 203.30%-175.1pp | 133.34%-105.2pp | 561.95%-533.8pp |
| Employer contribution / active EE | $2,208 | $3,092-28.6% | $2,421-8.8% | $4,661-52.6% |
| Participant deferral / active EE | $10,167 | $4,914+106.9% | $4,413+130.4% | $6,689+52.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |