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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,512 | $217,432-51.9% | $185,851-43.8% | $167,553-37.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.52% | 148.43%-128.9pp | 122.11%-102.6pp | 478.89%-459.4pp |
| Employer contribution / active EE | $7,684 | $5,874+30.8% | $5,168+48.7% | $4,840+58.8% |
| Participant deferral / active EE | $3,080 | $6,357-51.5% | $5,569-44.7% | $6,343-51.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |