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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,060 | $183,539-46.6% | $155,556-37.0% | $145,897-32.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.32% | 61.31%-32.0pp | 64.84%-35.5pp | 552.29%-523.0pp |
| Employer contribution / active EE | $4,324 | $5,315-18.6% | $4,675-7.5% | $4,663-7.3% |
| Participant deferral / active EE | $9,859 | $6,467+52.5% | $5,631+75.1% | $6,689+47.4% |
| Admin fee / account holder | $69 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |