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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,960 | $166,268-9.2% | $165,100-8.6% | $145,897+3.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.48% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,516 | $5,284-71.3% | $4,348-65.1% | $4,663-67.5% |
| Participant deferral / active EE | $3,867 | $6,964-44.5% | $6,035-35.9% | $6,689-42.2% |
| Admin fee / account holder | $18 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |