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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,952 | $125,184-17.0% | $105,607-1.6% | $145,884-28.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.83% | 225.00%-214.2pp | 116.11%-105.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,223 | $3,720-67.1% | $3,167-61.4% | $4,662-73.8% |
| Participant deferral / active EE | $5,853 | $5,714+2.4% | $5,011+16.8% | $6,690-12.5% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |