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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,320 | $60,139+33.6% | $90,461-11.2% | $79,856+0.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.85% | 71.96%-58.1pp | 1294.76%-1280.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,969 | $2,069+43.5% | $3,264-9.1% | $2,471+20.1% |
| Participant deferral / active EE | $3,282 | $2,939+11.7% | $3,964-17.2% | $3,741-12.3% |
| Admin fee / account holder | $8 | $3,978-99.8% | $5,617-99.9% | $5,306-99.8% |