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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,991 | $102,938-15.5% | $94,105-7.6% | $138,895-37.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.69% | 250.28%-238.6pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $4,935 | $2,732+80.6% | $2,504+97.0% | $4,194+17.7% |
| Participant deferral / active EE | $17,363 | $4,196+313.8% | $3,881+347.4% | $6,396+171.5% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |