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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,490 | $152,619-16.5% | $125,195+1.8% | $152,909-16.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.00% | 54.85%-40.8pp | 43.79%-29.8pp | 345.46%-331.5pp |
| Employer contribution / active EE | $3,177 | $4,947-35.8% | $3,866-17.8% | $4,764-33.3% |
| Participant deferral / active EE | $15,817 | $5,869+169.5% | $4,937+220.3% | $5,851+170.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |