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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,827 | $185,856-45.2% | $170,028-40.1% | $139,456-27.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.34% | 60.52%-31.2pp | 53.39%-24.1pp | 373.45%-344.1pp |
| Employer contribution / active EE | $2,920 | $7,593-61.5% | $6,788-57.0% | $4,753-38.6% |
| Participant deferral / active EE | $5,700 | $11,623-51.0% | $10,409-45.2% | $6,711-15.1% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |