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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,515 | $157,304-29.7% | $141,197-21.7% | $152,909-27.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.5%+13.0pp |
| Annual return | 17.38% | 64.34%-47.0pp | 71.41%-54.0pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,588 | $5,263-69.8% | $4,736-66.5% | $4,764-66.7% |
| Participant deferral / active EE | $4,293 | $7,111-39.6% | $6,710-36.0% | $5,851-26.6% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |