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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,389 | $183,539-36.6% | $155,556-25.2% | $145,897-20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,858 | $5,315-46.2% | $4,675-38.9% | $4,663-38.7% |
| Participant deferral / active EE | $3,061 | $6,467-52.7% | $5,631-45.6% | $6,689-54.2% |
| Admin fee / account holder | $208 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |