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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,476 | $142,426-28.0% | $115,167-11.0% | $152,909-33.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 15.84% | 41.48%-25.6pp | 35.60%-19.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $2,602 | $4,011-35.1% | $3,179-18.1% | $4,764-45.4% |
| Participant deferral / active EE | $2,602 | $5,165-49.6% | $4,169-37.6% | $5,851-55.5% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |