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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,303 | $168,636-61.3% | $147,618-55.8% | $125,388-47.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.78% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $5,853 | $6,252-6.4% | $5,565+5.2% | $4,866+20.3% |
| Participant deferral / active EE | $9,234 | $5,507+67.7% | $4,895+88.6% | $5,352+72.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |