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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,209 | $111,787-6.8% | $93,681+11.2% | $145,978-28.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.30% | 203.52%-191.2pp | 133.47%-121.2pp | 550.52%-538.2pp |
| Employer contribution / active EE | $4,657 | $3,093+50.5% | $2,422+92.3% | $4,662-0.1% |
| Participant deferral / active EE | $11,965 | $4,918+143.3% | $4,415+171.0% | $6,690+78.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |