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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,762 | $168,635-50.9% | $147,617-43.9% | $125,389-34.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,968 | $6,252-36.5% | $5,564-28.7% | $4,866-18.5% |
| Participant deferral / active EE | $9,129 | $5,507+65.8% | $4,895+86.5% | $5,352+70.6% |
| Admin fee / account holder | $122 | $13,580-99.1% | $11,612-98.9% | $9,541-98.7% |