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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,390 | $111,878+4.9% | $93,727+25.2% | $145,897-19.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.68% | 204.28%-174.6pp | 133.83%-104.2pp | 552.29%-522.6pp |
| Employer contribution / active EE | $2,530 | $3,092-18.2% | $2,421+4.5% | $4,663-45.7% |
| Participant deferral / active EE | $2,656 | $4,920-46.0% | $4,417-39.9% | $6,689-60.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |