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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,906 | $165,584-37.2% | $142,942-27.3% | $137,256-24.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 45.30% | 164.22%-118.9pp | 113.70%-68.4pp | 220.34%-175.0pp |
| Employer contribution / active EE | $8,868 | $4,725+87.7% | $4,139+114.2% | $4,156+113.4% |
| Participant deferral / active EE | $14,058 | $8,194+71.6% | $7,128+97.2% | $6,407+119.4% |
| Admin fee / account holder | $212 | $16,167-98.7% | $12,475-98.3% | $12,270-98.3% |