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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,938 | $157,296-23.8% | $141,191-15.1% | $152,897-21.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $5,428 | $5,262+3.1% | $4,736+14.6% | $4,764+13.9% |
| Participant deferral / active EE | $6,785 | $7,111-4.6% | $6,710+1.1% | $5,851+16.0% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |