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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,455 | $183,592-42.0% | $155,574-31.6% | $145,877-27.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $3,000 | $5,317-43.6% | $4,676-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $5,222 | $6,466-19.2% | $5,629-7.2% | $6,691-22.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |