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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,822 | $107,941-2.9% | $91,994+13.9% | $152,909-31.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.76% | 89.28%-68.5pp | 69.04%-48.3pp | 345.46%-324.7pp |
| Employer contribution / active EE | $9,396 | $4,212+123.1% | $3,453+172.1% | $4,764+97.2% |
| Participant deferral / active EE | $9,396 | $6,366+47.6% | $5,924+58.6% | $5,851+60.6% |
| Admin fee / account holder | $13 | $10,521-99.9% | $7,744-99.8% | $11,601-99.9% |