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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,805 | $112,112-27.9% | $95,956-15.8% | $158,950-49.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 31.66% | 171.15%-139.5pp | 91.63%-60.0pp | 302.91%-271.2pp |
| Employer contribution / active EE | $22,082 | $3,199+590.3% | $2,541+769.0% | $4,762+363.7% |
| Participant deferral / active EE | $3,170 | $4,784-33.7% | $4,167-23.9% | $5,983-47.0% |
| Admin fee / account holder | $38 | $10,134-99.6% | $6,797-99.4% | $11,248-99.7% |