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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,334 | $132,099-24.8% | $115,599-14.1% | $138,895-28.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.27% | 176.76%-157.5pp | 111.10%-91.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,443 | $3,416-57.8% | $2,955-51.2% | $4,194-65.6% |
| Participant deferral / active EE | $4,057 | $5,617-27.8% | $4,889-17.0% | $6,396-36.6% |
| Admin fee / account holder | $20 | $15,650-99.9% | $12,841-99.8% | $12,562-99.8% |