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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,616 | $157,296-23.3% | $141,191-14.6% | $152,897-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.25% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,272 | $5,262-56.8% | $4,736-52.0% | $4,764-52.3% |
| Participant deferral / active EE | $2,887 | $7,111-59.4% | $6,710-57.0% | $5,851-50.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |