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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,983 | $183,592-28.7% | $155,574-15.8% | $145,877-10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.35% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,375 | $5,317-36.5% | $4,676-27.8% | $4,663-27.6% |
| Participant deferral / active EE | $4,296 | $6,466-33.6% | $5,629-23.7% | $6,691-35.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |