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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,702 | $81,632+6.2% | $70,455+23.1% | $158,931-45.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.22% | 208.48%-199.3pp | 109.06%-99.8pp | 302.86%-293.6pp |
| Employer contribution / active EE | $9,658 | $3,217+200.2% | $2,737+252.9% | $4,761+102.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |