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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,878 | $148,629-22.0% | $135,982-14.8% | $139,487-16.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.63% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,649 | $5,247-68.6% | $4,859-66.1% | $4,755-65.3% |
| Participant deferral / active EE | $5,845 | $8,102-27.9% | $7,760-24.7% | $6,713-12.9% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.3% | $11,407-99.4% |