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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,451 | $154,209-29.0% | $130,062-15.8% | $139,487-21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 28.34% | 32.52%-4.2pp | -137.37%+165.7pp | 373.84%-345.5pp |
| Employer contribution / active EE | $4,494 | $5,292-15.1% | $4,322+4.0% | $4,755-5.5% |
| Participant deferral / active EE | $9,980 | $6,709+48.8% | $5,821+71.5% | $6,713+48.7% |
| Admin fee / account holder | $119 | $13,988-99.2% | $10,601-98.9% | $11,407-99.0% |