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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,332 | $149,741-7.6% | $118,914+16.3% | $158,982-13.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.71% | 19.94%-2.2pp | 35.89%-18.2pp | 302.99%-285.3pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30 | $8,607-99.7% | $6,582-99.5% | $11,252-99.7% |