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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,886 | $148,582-30.8% | $135,942-24.3% | $139,456-26.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.05% | 79.26%-48.2pp | 68.28%-37.2pp | 373.45%-342.4pp |
| Employer contribution / active EE | $9,825 | $5,245+87.3% | $4,858+102.3% | $4,753+106.7% |
| Participant deferral / active EE | $9,516 | $8,101+17.5% | $7,759+22.6% | $6,711+41.8% |
| Admin fee / account holder | $19 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |