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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,347 | $227,566-31.7% | $189,558-18.0% | $167,518-7.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 16.14% | 78.43%-62.3pp | 64.19%-48.0pp | 478.71%-462.6pp |
| Employer contribution / active EE | $2,135 | $5,316-59.8% | $4,412-51.6% | $4,838-55.9% |
| Participant deferral / active EE | $2,135 | $7,002-69.5% | $6,174-65.4% | $6,342-66.3% |
| Admin fee / account holder | $0 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |