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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,820 | $115,814-21.6% | $101,275-10.3% | $158,982-42.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.14% | 56.16%-43.0pp | 46.48%-33.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $19,931 | $4,176+377.3% | $3,660+444.6% | $4,763+318.5% |
| Participant deferral / active EE | $11,596 | $4,958+133.9% | $4,371+165.3% | $5,983+93.8% |
| Admin fee / account holder | $126 | $7,249-98.3% | $5,948-97.9% | $11,252-98.9% |