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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,134 | $107,353-3.9% | $92,903+11.0% | $152,885-32.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.59% | 145.62%-121.0pp | 109.43%-84.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $9,893 | $4,222+134.3% | $3,653+170.8% | $4,763+107.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $7,081-99.6% | $5,795-99.5% | $11,598-99.7% |