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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,563 | $150,346-19.8% | $120,5240% | $145,877-17.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.40%-142.6pp | 107.36%-95.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $8,691 | $4,353+99.7% | $3,469+150.5% | $4,663+86.4% |
| Participant deferral / active EE | $4,599 | $6,172-25.5% | $4,994-7.9% | $6,691-31.3% |
| Admin fee / account holder | $143 | $12,215-98.8% | $9,440-98.5% | $13,402-98.9% |