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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,777 | $111,535-34.7% | $105,223-30.8% | $137,256-47.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 195.37% | 237.85%-42.5pp | 180.65%+14.7pp | 220.34%-25.0pp |
| Employer contribution / active EE | $10,141 | $3,939+157.4% | $3,689+174.9% | $4,156+144.0% |
| Participant deferral / active EE | $9,400 | $5,500+70.9% | $5,072+85.3% | $6,407+46.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |