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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,253 | $109,344-22.0% | $89,400-4.6% | $158,950-46.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.69% | 345.73%-332.0pp | 245.64%-232.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $4,579 | $3,170+44.4% | $2,586+77.1% | $4,762-3.8% |
| Participant deferral / active EE | $19,129 | $4,599+315.9% | $3,890+391.7% | $5,983+219.7% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |