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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,669 | $157,276-15.0% | $141,177-5.3% | $152,885-12.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.43% | 64.33%-31.9pp | 71.40%-39.0pp | 345.39%-313.0pp |
| Employer contribution / active EE | $1,123 | $5,262-78.7% | $4,736-76.3% | $4,763-76.4% |
| Participant deferral / active EE | $12,250 | $7,110+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $50 | $12,123-99.6% | $10,263-99.5% | $11,598-99.6% |