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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,875 | $109,904-19.1% | $97,167-8.5% | $145,959-39.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.18% | 243.43%-223.3pp | 75.27%-55.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $3,140 | $3,084+1.8% | $2,729+15.1% | $4,661-32.6% |
| Participant deferral / active EE | $13,629 | $4,676+191.5% | $4,264+219.7% | $6,689+103.8% |
| Admin fee / account holder | $106 | $6,216-98.3% | $5,650-98.1% | $13,398-99.2% |