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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,782 | $166,131-5.0% | $164,975-4.4% | $145,877+8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.08% | 100.37%-89.3pp | 70.12%-59.0pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,819 | $5,276-65.5% | $4,343-58.1% | $4,663-61.0% |
| Participant deferral / active EE | $2,315 | $6,962-66.7% | $6,033-61.6% | $6,691-65.4% |
| Admin fee / account holder | $25 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |