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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,578 | $118,708-16.1% | $98,920+0.7% | $158,966-37.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.84% | 372.49%-355.6pp | 196.47%-179.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $5,942 | $3,334+78.2% | $2,689+120.9% | $4,762+24.8% |
| Participant deferral / active EE | $10,648 | $5,089+109.2% | $4,245+150.8% | $5,983+78.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |