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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,568 | $289,211-62.8% | $260,467-58.7% | $198,609-45.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 17.87% | 112.90%-95.0pp | 100.60%-82.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $7,920 | $4,663+69.8% | $4,239+86.9% | $5,055+56.7% |
| Participant deferral / active EE | $23,500 | $6,812+245.0% | $6,319+271.9% | $6,977+236.8% |
| Admin fee / account holder | $263 | $16,236-98.4% | $15,461-98.3% | $19,030-98.6% |