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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,187 | $109,411-24.0% | $89,435-7.0% | $158,982-47.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.11% | 345.68%-333.6pp | 245.55%-233.4pp | 302.99%-290.9pp |
| Employer contribution / active EE | $4,532 | $3,173+42.8% | $2,587+75.2% | $4,763-4.8% |
| Participant deferral / active EE | $14,845 | $4,600+222.7% | $3,890+281.6% | $5,983+148.1% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |