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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,085 | $162,812-52.7% | $133,971-42.5% | $158,966-51.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.93% | 41.94%-25.0pp | 45.09%-28.2pp | 302.95%-286.0pp |
| Employer contribution / active EE | $3,978 | $4,976-20.1% | $3,919+1.5% | $4,762-16.5% |
| Participant deferral / active EE | $9,110 | $5,910+54.1% | $5,047+80.5% | $5,983+52.3% |
| Admin fee / account holder | $23 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |