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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,255 | $100,203-1.9% | $85,240+15.3% | $145,897-32.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 84.28%-69.9pp | 66.75%-52.3pp | 552.29%-537.9pp |
| Employer contribution / active EE | $30,196 | $3,242+831.5% | $2,735+1003.9% | $4,663+547.6% |
| Participant deferral / active EE | $20,750 | $5,299+291.6% | $4,527+358.3% | $6,689+210.2% |
| Admin fee / account holder | $255 | $7,265-96.5% | $6,165-95.9% | $13,390-98.1% |