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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,360 | $157,304-39.4% | $141,197-32.5% | $152,909-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.76% | 64.34%-44.6pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $4,747 | $5,263-9.8% | $4,736+0.2% | $4,764-0.4% |
| Participant deferral / active EE | $5,637 | $7,111-20.7% | $6,710-16.0% | $5,851-3.7% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |