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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,920 | $112,121-29.6% | $95,960-17.8% | $158,966-50.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.15% | 171.16%-153.0pp | 91.63%-73.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $14,184 | $3,199+343.4% | $2,541+458.1% | $4,762+197.8% |
| Participant deferral / active EE | $12,190 | $4,784+154.8% | $4,167+192.6% | $5,983+103.7% |
| Admin fee / account holder | $25 | $10,135-99.8% | $6,797-99.6% | $11,250-99.8% |