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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,985 | $183,539-40.1% | $155,556-29.3% | $145,897-24.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.39% | 61.31%-27.9pp | 64.84%-31.4pp | 552.29%-518.9pp |
| Employer contribution / active EE | $3,348 | $5,315-37.0% | $4,675-28.4% | $4,663-28.2% |
| Participant deferral / active EE | $9,770 | $6,467+51.1% | $5,631+73.5% | $6,689+46.1% |
| Admin fee / account holder | $11 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |