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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,509 | $115,796-23.6% | $101,264-12.6% | $158,950-44.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.47% | 56.15%-46.7pp | 46.48%-37.0pp | 302.91%-293.4pp |
| Employer contribution / active EE | $8,471 | $4,175+102.9% | $3,660+131.4% | $4,762+77.9% |
| Participant deferral / active EE | $6,362 | $4,958+28.3% | $4,370+45.6% | $5,983+6.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |