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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,093 | $109,967-16.3% | $97,197-5.3% | $145,877-36.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.56% | 244.27%-225.7pp | 75.47%-56.9pp | 551.28%-532.7pp |
| Employer contribution / active EE | $9,967 | $3,077+223.9% | $2,723+266.0% | $4,663+113.7% |
| Participant deferral / active EE | $13,329 | $4,676+185.0% | $4,263+212.6% | $6,691+99.2% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |