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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,199 | $152,619-41.6% | $125,195-28.8% | $152,909-41.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.58% | 54.85%-31.3pp | 43.79%-20.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $21,609 | $4,947+336.8% | $3,866+458.9% | $4,764+353.6% |
| Participant deferral / active EE | $5,170 | $5,869-11.9% | $4,937+4.7% | $5,851-11.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |