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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,794 | $166,242+21.4% | $165,071+22.2% | $145,884+38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.47% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,538 | $5,283-52.0% | $4,347-41.6% | $4,662-45.6% |
| Participant deferral / active EE | $8,500 | $6,964+22.1% | $6,035+40.8% | $6,690+27.1% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |