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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,229 | $115,814-29.0% | $101,275-18.8% | $158,982-48.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.87% | 56.16%-48.3pp | 46.48%-38.6pp | 302.99%-295.1pp |
| Employer contribution / active EE | $5,042 | $4,176+20.7% | $3,660+37.7% | $4,763+5.9% |
| Participant deferral / active EE | $3,073 | $4,958-38.0% | $4,371-29.7% | $5,983-48.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |