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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,801 | $183,539-51.1% | $155,556-42.3% | $145,897-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.79% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,525 | $5,315-52.5% | $4,675-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $9,895 | $6,467+53.0% | $5,631+75.7% | $6,689+47.9% |
| Admin fee / account holder | $98 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |