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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,846 | $108,911-23.9% | $100,392-17.5% | $145,884-43.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 41.33% | 58.23%-16.9pp | 49.45%-8.1pp | 551.85%-510.5pp |
| Employer contribution / active EE | $6,836 | $4,420+54.7% | $3,941+73.4% | $4,662+46.6% |
| Participant deferral / active EE | $7,932 | $8,459-6.2% | $8,090-1.9% | $6,690+18.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |