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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,698 | $183,516-18.4% | $155,534-3.8% | $145,884+2.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,675-35.8% | $4,662-35.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $250 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |