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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,448 | $166,268-34.2% | $165,100-33.7% | $145,897-25.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.29% | 100.52%-90.2pp | 70.21%-59.9pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,195 | $5,284-1.7% | $4,348+19.5% | $4,663+11.4% |
| Participant deferral / active EE | $5,848 | $6,964-16.0% | $6,035-3.1% | $6,689-12.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |