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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,100 | $157,304-8.4% | $141,197+2.1% | $152,909-5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.24% | 64.34%-36.1pp | 71.41%-43.2pp | 345.46%-317.2pp |
| Employer contribution / active EE | $2,357 | $5,263-55.2% | $4,736-50.2% | $4,764-50.5% |
| Participant deferral / active EE | $5,134 | $7,111-27.8% | $6,710-23.5% | $5,851-12.3% |
| Admin fee / account holder | $49 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |