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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,710 | $157,304-36.6% | $141,197-29.4% | $152,909-34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.85% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,432 | $5,263-53.8% | $4,736-48.6% | $4,764-48.9% |
| Participant deferral / active EE | $2,675 | $7,111-62.4% | $6,710-60.1% | $5,851-54.3% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |