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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,134 | $217,432-53.0% | $185,849-45.0% | $167,536-39.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.04% | 148.42%-139.4pp | 122.10%-113.1pp | 478.82%-469.8pp |
| Employer contribution / active EE | $6,608 | $5,875+12.5% | $5,169+27.9% | $4,839+36.6% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $13 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |