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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,378 | $124,346-21.7% | $111,306-12.5% | $167,553-41.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.81% | 37.46%-24.6pp | 54.67%-41.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $2,995 | $3,438-12.9% | $2,732+9.6% | $4,840-38.1% |
| Participant deferral / active EE | $8,338 | $5,182+60.9% | $4,488+85.8% | $6,343+31.5% |
| Admin fee / account holder | $27 | $10,623-99.7% | $7,966-99.7% | $12,316-99.8% |