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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,250 | $85,766-1.8% | $136,298-38.2% | $70,126+20.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.11% | 31.46%-12.3pp | 5156.27%-5137.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $3,368 | $2,966+13.6% | $4,696-28.3% | $2,343+43.8% |
| Participant deferral / active EE | $6,156 | $5,051+21.9% | $6,247-1.5% | $3,332+84.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |