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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,075 | $107,941-6.4% | $91,994+9.9% | $152,897-33.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.03% | 89.28%-66.2pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,218 | $4,212-47.3% | $3,453-35.8% | $4,764-53.4% |
| Participant deferral / active EE | $9,838 | $6,366+54.6% | $5,924+66.1% | $5,851+68.1% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |