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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,255 | $100,073-1.8% | $85,126+15.4% | $145,877-32.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $30,196 | $3,236+833.0% | $2,731+1005.5% | $4,663+547.6% |
| Participant deferral / active EE | $20,750 | $5,294+291.9% | $4,523+358.7% | $6,691+210.1% |
| Admin fee / account holder | $255 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |