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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,629 | $168,636-43.3% | $147,618-35.2% | $125,388-23.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.70% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $3,448 | $6,252-44.9% | $5,565-38.0% | $4,866-29.2% |
| Participant deferral / active EE | $6,210 | $5,507+12.8% | $4,895+26.8% | $5,352+16.0% |
| Admin fee / account holder | $190 | $13,580-98.6% | $11,612-98.4% | $9,541-98.0% |