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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,465 | $157,304-57.7% | $141,197-52.9% | $152,909-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.05% | 64.34%-35.3pp | 71.41%-42.4pp | 345.46%-316.4pp |
| Employer contribution / active EE | $3,745 | $5,263-28.8% | $4,736-20.9% | $4,764-21.4% |
| Participant deferral / active EE | $4,854 | $7,111-31.7% | $6,710-27.7% | $5,851-17.0% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |