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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,705 | $103,038+0.6% | $90,324+14.8% | $152,909-32.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.45% | 95.25%-74.8pp | 78.15%-57.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $3,925 | $3,141+25.0% | $2,856+37.4% | $4,764-17.6% |
| Participant deferral / active EE | $5,190 | $4,282+21.2% | $3,885+33.6% | $5,851-11.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |