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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,711 | $103,008-2.2% | $90,304+11.5% | $152,897-34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.79% | 95.22%-67.4pp | 78.13%-50.3pp | 345.43%-317.6pp |
| Employer contribution / active EE | $6,048 | $3,139+92.6% | $2,855+111.8% | $4,764+27.0% |
| Participant deferral / active EE | $6,000 | $4,281+40.1% | $3,885+54.4% | $5,851+2.5% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |