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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,075 | $107,368-20.8% | $92,915-8.4% | $152,909-44.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.66% | 145.64%-120.0pp | 109.45%-83.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $10,360 | $4,222+145.4% | $3,653+183.6% | $4,764+117.5% |
| Participant deferral / active EE | $9,845 | $4,848+103.1% | $4,238+132.3% | $5,851+68.2% |
| Admin fee / account holder | $166 | $7,082-97.7% | $5,796-97.1% | $11,601-98.6% |