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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,702 | $81,696+6.1% | $70,494+23.0% | $158,982-45.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.22% | 208.70%-199.5pp | 109.16%-99.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $9,658 | $3,220+200.0% | $2,738+252.7% | $4,763+102.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |