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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,713 | $157,304-16.9% | $141,197-7.4% | $152,909-14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.66% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $4,087 | $5,263-22.3% | $4,736-13.7% | $4,764-14.2% |
| Participant deferral / active EE | $10,799 | $7,111+51.9% | $6,710+60.9% | $5,851+84.6% |
| Admin fee / account holder | $141 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |