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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,784 | $108,897-31.3% | $100,378-25.5% | $145,877-48.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 58.17%-39.9pp | 49.41%-31.2pp | 551.28%-533.0pp |
| Employer contribution / active EE | $4,050 | $4,420-8.4% | $3,942+2.7% | $4,663-13.1% |
| Participant deferral / active EE | $11,618 | $8,455+37.4% | $8,087+43.7% | $6,691+73.6% |
| Admin fee / account holder | $98 | $9,690-99.0% | $7,899-98.8% | $13,402-99.3% |