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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,140 | $168,636-56.0% | $147,618-49.8% | $125,388-40.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.07% | 77.65%-80.7pp | 61.98%-65.0pp | 282.24%-285.3pp |
| Employer contribution / active EE | $6,568 | $6,252+5.0% | $5,565+18.0% | $4,866+35.0% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |