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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,009 | $107,368-9.6% | $92,915+4.4% | $152,909-36.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 37.70% | 145.64%-107.9pp | 109.45%-71.8pp | 345.46%-307.8pp |
| Employer contribution / active EE | $1,495 | $4,222-64.6% | $3,653-59.1% | $4,764-68.6% |
| Participant deferral / active EE | $16,683 | $4,848+244.1% | $4,238+293.7% | $5,851+185.1% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |