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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,163 | $157,296-27.4% | $141,191-19.1% | $152,897-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.86% | 64.34%-48.5pp | 71.41%-55.5pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,476 | $5,262-33.9% | $4,736-26.6% | $4,764-27.0% |
| Participant deferral / active EE | $5,351 | $7,111-24.7% | $6,710-20.3% | $5,851-8.5% |
| Admin fee / account holder | $75 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |