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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,381 | $115,810-26.3% | $101,271-15.7% | $158,966-46.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.11% | 56.15%-36.0pp | 46.48%-26.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $3,116 | $4,175-25.4% | $3,660-14.9% | $4,762-34.6% |
| Participant deferral / active EE | $8,753 | $4,958+76.5% | $4,371+100.3% | $5,983+46.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |