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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,793 | $152,619-34.0% | $125,195-19.5% | $152,909-34.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.78% | 54.85%-34.1pp | 43.79%-23.0pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,659 | $4,947-46.3% | $3,866-31.2% | $4,764-44.2% |
| Participant deferral / active EE | $6,152 | $5,869+4.8% | $4,937+24.6% | $5,851+5.1% |
| Admin fee / account holder | $7 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |