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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,694 | $103,008+13.3% | $90,304+29.2% | $152,897-23.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.18% | 95.22%-76.0pp | 78.13%-58.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $9,285 | $3,139+195.8% | $2,855+225.2% | $4,764+94.9% |
| Participant deferral / active EE | $6,317 | $4,281+47.5% | $3,885+62.6% | $5,851+8.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |