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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,477 | $157,270-27.8% | $141,173-19.6% | $152,870-25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.42% | 64.33%-27.9pp | 71.40%-35.0pp | 345.34%-308.9pp |
| Employer contribution / active EE | $2,811 | $5,261-46.6% | $4,735-40.6% | $4,763-41.0% |
| Participant deferral / active EE | $8,817 | $7,110+24.0% | $6,710+31.4% | $5,850+50.7% |
| Admin fee / account holder | $5 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |