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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,962 | $95,664-10.1% | $76,902+11.8% | $139,487-38.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.40% | 55.03%-39.6pp | 37.91%-22.5pp | 373.84%-358.4pp |
| Employer contribution / active EE | $3,818 | $3,147+21.3% | $2,534+50.7% | $4,755-19.7% |
| Participant deferral / active EE | $8,035 | $4,626+73.7% | $3,833+109.6% | $6,713+19.7% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |