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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,357 | $111,535-10.0% | $105,223-4.6% | $137,256-26.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.35% | 237.85%-210.5pp | 180.65%-153.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $13,023 | $3,939+230.6% | $3,689+253.1% | $4,156+213.4% |
| Participant deferral / active EE | $13,837 | $5,500+151.6% | $5,072+172.8% | $6,407+116.0% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |