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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,473 | $183,539-43.1% | $155,556-32.8% | $145,897-28.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.00% | 61.31%-26.3pp | 64.84%-29.8pp | 552.29%-517.3pp |
| Employer contribution / active EE | $3,836 | $5,315-27.8% | $4,675-18.0% | $4,663-17.7% |
| Participant deferral / active EE | $5,236 | $6,467-19.0% | $5,631-7.0% | $6,689-21.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |