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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,996 | $115,814-19.7% | $101,275-8.2% | $158,982-41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.34% | 56.16%-41.8pp | 46.48%-32.1pp | 302.99%-288.7pp |
| Employer contribution / active EE | $26,842 | $4,176+542.8% | $3,660+633.4% | $4,763+463.6% |
| Participant deferral / active EE | $22,750 | $4,958+358.8% | $4,371+420.5% | $5,983+280.2% |
| Admin fee / account holder | $276 | $7,249-96.2% | $5,948-95.4% | $11,252-97.5% |