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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,199 | $108,882-7.1% | $96,754+4.6% | $154,746-34.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 23.90% | 98.39%-74.5pp | 82.04%-58.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $10,806 | $3,018+258.0% | $2,679+303.3% | $4,379+146.8% |
| Participant deferral / active EE | $22,020 | $5,323+313.7% | $4,758+362.8% | $6,730+227.2% |
| Admin fee / account holder | $160 | $10,200-98.4% | $8,905-98.2% | $14,365-98.9% |