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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,856 | $166,089-40.5% | $164,928-40.1% | $145,978-32.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.07% | 100.26%-87.2pp | 70.08%-57.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $4,215 | $5,276-20.1% | $4,343-3.0% | $4,662-9.6% |
| Participant deferral / active EE | $12,562 | $6,961+80.5% | $6,034+108.2% | $6,690+87.8% |
| Admin fee / account holder | $36 | $16,641-99.8% | $12,684-99.7% | $13,400-99.7% |