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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,943 | $103,000-3.0% | $90,300+10.7% | $152,885-34.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 20.65% | 95.19%-74.5pp | 78.11%-57.5pp | 345.39%-324.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,304 | $4,281+94.0% | $3,884+113.8% | $5,851+41.9% |
| Admin fee / account holder | $21 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |