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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,326 | $125,184-8.7% | $105,607+8.3% | $145,884-21.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.23% | 225.00%-214.8pp | 116.11%-105.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $11,796 | $3,720+217.1% | $3,167+272.5% | $4,662+153.0% |
| Participant deferral / active EE | $5,300 | $5,714-7.2% | $5,011+5.8% | $6,690-20.8% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |