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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,016 | $157,304-66.3% | $141,197-62.5% | $152,909-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.46% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $4,821 | $5,263-8.4% | $4,736+1.8% | $4,764+1.2% |
| Participant deferral / active EE | $8,036 | $7,111+13.0% | $6,710+19.8% | $5,851+37.3% |
| Admin fee / account holder | $102 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |