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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,605 | $157,304-35.4% | $141,197-28.0% | $152,909-33.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.31% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $2,362 | $5,263-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $7,771 | $7,111+9.3% | $6,710+15.8% | $5,851+32.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |