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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,518 | $126,113-30.6% | $116,096-24.6% | $155,188-43.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.35% | 391.72%-374.4pp | 326.25%-308.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $14,679 | $2,672+449.4% | $2,503+486.3% | $4,248+245.6% |
| Participant deferral / active EE | $1,937 | $4,162-53.4% | $3,952-51.0% | $6,531-70.3% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |