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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,494 | $157,276-46.3% | $141,177-40.2% | $152,885-44.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.05% | 64.33%-38.3pp | 71.40%-45.4pp | 345.39%-319.3pp |
| Employer contribution / active EE | $2,905 | $5,262-44.8% | $4,736-38.7% | $4,763-39.0% |
| Participant deferral / active EE | $10,288 | $7,110+44.7% | $6,710+53.3% | $5,851+75.8% |
| Admin fee / account holder | $135 | $12,123-98.9% | $10,263-98.7% | $11,598-98.8% |