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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,012 | $157,304-35.8% | $141,197-28.5% | $152,909-33.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.78% | 64.34%-45.6pp | 71.41%-52.6pp | 345.46%-326.7pp |
| Employer contribution / active EE | $3,100 | $5,263-41.1% | $4,736-34.5% | $4,764-34.9% |
| Participant deferral / active EE | $3,100 | $7,111-56.4% | $6,710-53.8% | $5,851-47.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |