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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,234 | $154,754-32.6% | $124,206-16.1% | $138,895-25.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.02% | 709.28%-689.3pp | 515.27%-495.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $8,147 | $4,446+83.2% | $3,540+130.1% | $4,194+94.2% |
| Participant deferral / active EE | $9,352 | $4,621+102.4% | $3,968+135.7% | $6,396+46.2% |
| Admin fee / account holder | $19 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |