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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,282 | $100,203-12.9% | $85,240+2.4% | $145,897-40.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.59% | 84.28%-68.7pp | 66.75%-51.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $5,351 | $3,242+65.0% | $2,735+95.6% | $4,663+14.8% |
| Participant deferral / active EE | $9,538 | $5,299+80.0% | $4,527+110.7% | $6,689+42.6% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |