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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,818 | $125,184-31.4% | $105,607-18.7% | $145,884-41.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.90% | 225.00%-202.1pp | 116.11%-93.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $9,702 | $3,720+160.8% | $3,167+206.4% | $4,662+108.1% |
| Participant deferral / active EE | $22,145 | $5,714+287.6% | $5,011+341.9% | $6,690+231.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |