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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,428 | $115,814-40.1% | $101,275-31.4% | $158,982-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.26% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $5,999 | $4,176+43.7% | $3,660+63.9% | $4,763+26.0% |
| Participant deferral / active EE | $7,939 | $4,958+60.1% | $4,371+81.6% | $5,983+32.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |