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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,857 | $108,911-28.5% | $100,392-22.4% | $145,884-46.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 58.23%-41.7pp | 49.45%-32.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,768 | $4,420-37.4% | $3,941-29.8% | $4,662-40.6% |
| Participant deferral / active EE | $2,471 | $8,459-70.8% | $8,090-69.5% | $6,690-63.1% |
| Admin fee / account holder | $264 | $9,698-97.3% | $7,904-96.7% | $13,392-98.0% |