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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,778 | $166,089-14.6% | $164,928-14.0% | $145,978-2.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.23% | 100.26%-86.0pp | 70.08%-55.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,242 | $5,276-38.6% | $4,343-25.4% | $4,662-30.5% |
| Participant deferral / active EE | $11,017 | $6,961+58.3% | $6,034+82.6% | $6,690+64.7% |
| Admin fee / account holder | $67 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |