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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,501 | $112,933-34.9% | $90,970-19.2% | $158,982-53.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.08% | 215.82%-210.7pp | 134.60%-129.5pp | 302.99%-297.9pp |
| Employer contribution / active EE | $2,898 | $2,893+0.2% | $2,122+36.6% | $4,763-39.2% |
| Participant deferral / active EE | $8,431 | $4,128+104.2% | $3,373+150.0% | $5,983+40.9% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |