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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,634 | $152,619-30.1% | $125,195-14.8% | $152,909-30.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.29% | 54.85%-31.6pp | 43.79%-20.5pp | 345.46%-322.2pp |
| Employer contribution / active EE | $9,989 | $4,947+101.9% | $3,866+158.4% | $4,764+109.7% |
| Participant deferral / active EE | $6,625 | $5,869+12.9% | $4,937+34.2% | $5,851+13.2% |
| Admin fee / account holder | $9 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |