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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,518 | $167,362-20.2% | $143,799-7.1% | $134,532-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 74.85% | 0.47%+74.4pp | -0.04%+74.9pp | 418.27%-343.4pp |
| Employer contribution / active EE | $2,857 | $5,620-49.2% | $4,952-42.3% | $4,741-39.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $62 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |