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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,489 | $157,304-19.6% | $141,197-10.4% | $152,909-17.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.84% | 64.34%-40.5pp | 71.41%-47.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,385 | $5,263-54.7% | $4,736-49.7% | $4,764-49.9% |
| Participant deferral / active EE | $5,264 | $7,111-26.0% | $6,710-21.5% | $5,851-10.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |