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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,277 | $176,794-17.8% | $146,647-0.9% | $167,553-13.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 40.34% | 24.04%+16.3pp | 22.75%+17.6pp | 478.89%-438.5pp |
| Employer contribution / active EE | $3,334 | $5,161-35.4% | $4,137-19.4% | $4,840-31.1% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $36 | $13,262-99.7% | $10,281-99.6% | $12,316-99.7% |