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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,381 | $168,636-56.5% | $147,618-50.3% | $125,388-41.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.72% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $3,987 | $6,252-36.2% | $5,565-28.4% | $4,866-18.1% |
| Participant deferral / active EE | $7,519 | $5,507+36.5% | $4,895+53.6% | $5,352+40.5% |
| Admin fee / account holder | $286 | $13,580-97.9% | $11,612-97.5% | $9,541-97.0% |