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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,455 | $183,592-27.3% | $155,574-14.2% | $145,877-8.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 61.37%-46.1pp | 64.87%-49.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,566 | $5,317-70.5% | $4,676-66.5% | $4,663-66.4% |
| Participant deferral / active EE | $4,225 | $6,466-34.7% | $5,629-24.9% | $6,691-36.9% |
| Admin fee / account holder | $12 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |