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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,827 | $185,883-45.2% | $170,043-40.1% | $139,466-27.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.34% | 60.54%-31.2pp | 53.40%-24.1pp | 373.66%-344.3pp |
| Employer contribution / active EE | $2,920 | $7,596-61.6% | $6,790-57.0% | $4,754-38.6% |
| Participant deferral / active EE | $5,700 | $11,626-51.0% | $10,410-45.2% | $6,712-15.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |