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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,014 | $168,635-39.5% | $147,617-30.9% | $125,389-18.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.48% | 77.65%-81.1pp | 61.98%-65.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,732 | $6,252-40.3% | $5,564-32.9% | $4,866-23.3% |
| Participant deferral / active EE | $7,283 | $5,507+32.3% | $4,895+48.8% | $5,352+36.1% |
| Admin fee / account holder | $267 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |