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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,714 | $183,516-40.2% | $155,534-29.5% | $145,884-24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,750 | $5,315-29.4% | $4,675-19.8% | $4,662-19.6% |
| Participant deferral / active EE | $20,000 | $6,467+209.3% | $5,630+255.2% | $6,690+199.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |