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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,725 | $106,247-15.6% | $96,515-7.0% | $139,466-35.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $10,942 | $4,106+166.5% | $3,740+192.6% | $4,754+130.2% |
| Participant deferral / active EE | $4,399 | $5,456-19.4% | $4,880-9.8% | $6,712-34.5% |
| Admin fee / account holder | $5 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |