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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,289 | $108,882-5.1% | $96,754+6.8% | $154,746-33.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.26% | 98.39%-76.1pp | 82.04%-59.8pp | 172.34%-150.1pp |
| Employer contribution / active EE | $6,178 | $3,018+104.7% | $2,679+130.6% | $4,379+41.1% |
| Participant deferral / active EE | $7,722 | $5,323+45.1% | $4,758+62.3% | $6,730+14.7% |
| Admin fee / account holder | $206 | $10,200-98.0% | $8,905-97.7% | $14,365-98.6% |