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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,814 | $157,304-11.1% | $141,197-1.0% | $152,909-8.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.43% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,292 | $5,263-75.5% | $4,736-72.7% | $4,764-72.9% |
| Participant deferral / active EE | $9,251 | $7,111+30.1% | $6,710+37.9% | $5,851+58.1% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |