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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,014 | $124,330-17.1% | $109,173-5.6% | $167,536-38.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $8,090 | $4,209+92.2% | $3,723+117.3% | $4,839+67.2% |
| Participant deferral / active EE | $5,252 | $5,256-0.1% | $4,654+12.9% | $6,342-17.2% |
| Admin fee / account holder | $19 | $7,974-99.8% | $6,755-99.7% | $12,315-99.8% |