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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,831 | $103,000-11.8% | $90,300+0.6% | $152,885-40.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.34% | 95.19%-76.9pp | 78.11%-59.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $20,661 | $3,138+558.3% | $2,854+623.9% | $4,763+333.8% |
| Participant deferral / active EE | $16,969 | $4,281+296.4% | $3,884+336.8% | $5,851+190.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |