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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,450 | $129,737-34.1% | $119,126-28.3% | $154,746-44.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.82% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,330 | $4,375-23.9% | $4,034-17.4% | $4,379-24.0% |
| Participant deferral / active EE | $7,963 | $5,842+36.3% | $5,318+49.7% | $6,730+18.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |