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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,033 | $118,869-20.1% | $96,575-1.6% | $167,518-43.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 116.97% | 50.49%+66.5pp | 37.79%+79.2pp | 478.71%-361.7pp |
| Employer contribution / active EE | $2,945 | $3,120-5.6% | $2,357+25.0% | $4,838-39.1% |
| Participant deferral / active EE | $3,681 | $4,616-20.3% | $3,849-4.4% | $6,342-42.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |