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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,503 | $150,412-23.2% | $120,574-4.2% | $145,884-20.8% |
| Participation rate | 93.3% | 78.8%+14.5pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 11.68% | 154.50%-142.8pp | 107.42%-95.7pp | 551.85%-540.2pp |
| Employer contribution / active EE | $7,747 | $4,355+77.9% | $3,471+123.2% | $4,662+66.2% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |