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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,778 | $155,555-42.9% | $146,866-39.6% | $155,188-42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 89.73% | 115.41%-25.7pp | 102.85%-13.1pp | 148.84%-59.1pp |
| Employer contribution / active EE | $9,686 | $4,647+108.4% | $4,425+118.9% | $4,248+128.0% |
| Participant deferral / active EE | $16,251 | $8,044+102.0% | $7,759+109.4% | $6,531+148.8% |
| Admin fee / account holder | $81 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |