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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,743 | $157,829-15.9% | $136,867-3.0% | $198,609-33.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.22% | 51.25%-37.0pp | 42.97%-28.7pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,196 | $3,923-18.5% | $3,547-9.9% | $5,055-36.8% |
| Participant deferral / active EE | $4,767 | $5,463-12.7% | $4,924-3.2% | $6,977-31.7% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |