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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,518 | $125,778-30.4% | $114,563-23.6% | $154,746-43.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.35% | 295.14%-277.8pp | 241.09%-223.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $14,679 | $2,806+423.1% | $2,592+466.3% | $4,379+235.2% |
| Participant deferral / active EE | $1,937 | $4,445-56.4% | $4,142-53.2% | $6,730-71.2% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |