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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,618 | $157,304-39.2% | $141,197-32.3% | $152,909-37.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.83% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $6,704 | $5,263+27.4% | $4,736+41.5% | $4,764+40.7% |
| Participant deferral / active EE | $6,252 | $7,111-12.1% | $6,710-6.8% | $5,851+6.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |