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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,858 | $70,366+36.2% | $66,674+43.8% | $138,895-31.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.80% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $8,774 | $2,765+217.3% | $2,620+234.9% | $4,194+109.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |