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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,846 | $108,922-23.9% | $100,398-17.5% | $145,978-43.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 41.33% | 58.04%-16.7pp | 49.32%-8.0pp | 550.52%-509.2pp |
| Employer contribution / active EE | $6,836 | $4,426+54.5% | $3,946+73.3% | $4,662+46.6% |
| Participant deferral / active EE | $7,932 | $8,450-6.1% | $8,084-1.9% | $6,690+18.6% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |