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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,058 | $125,778-6.1% | $114,563+3.1% | $154,746-23.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.09% | 295.14%-278.0pp | 241.09%-224.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,377 | $2,806-15.3% | $2,592-8.3% | $4,379-45.7% |
| Participant deferral / active EE | $33,274 | $4,445+648.6% | $4,142+703.3% | $6,730+394.4% |
| Admin fee / account holder | $18 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |