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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,518 | $101,618-13.9% | $93,063-6.0% | $137,256-36.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.35% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $14,679 | $2,707+442.2% | $2,476+492.8% | $4,156+253.2% |
| Participant deferral / active EE | $1,937 | $4,279-54.7% | $3,958-51.1% | $6,407-69.8% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |