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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,142 | $157,304-58.6% | $141,197-53.9% | $152,909-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.72% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.7pp |
| Employer contribution / active EE | $3,753 | $5,263-28.7% | $4,736-20.8% | $4,764-21.2% |
| Participant deferral / active EE | $7,460 | $7,111+4.9% | $6,710+11.2% | $5,851+27.5% |
| Admin fee / account holder | $32 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |