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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,255 | $99,921-1.7% | $85,009+15.6% | $145,959-32.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.5pp |
| Employer contribution / active EE | $30,196 | $3,233+834.0% | $2,728+1006.7% | $4,661+547.9% |
| Participant deferral / active EE | $20,750 | $5,293+292.0% | $4,522+358.9% | $6,689+210.2% |
| Admin fee / account holder | $255 | $7,252-96.5% | $6,153-95.9% | $13,398-98.1% |