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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,856 | $166,242-40.5% | $165,071-40.1% | $145,884-32.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.07% | 100.44%-87.4pp | 70.17%-57.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,215 | $5,283-20.2% | $4,347-3.1% | $4,662-9.6% |
| Participant deferral / active EE | $12,562 | $6,964+80.4% | $6,035+108.1% | $6,690+87.8% |
| Admin fee / account holder | $36 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |