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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,337 | $152,612-28.4% | $125,192-12.7% | $152,897-28.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 26.30% | 54.85%-28.5pp | 43.79%-17.5pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,413 | $4,947-71.4% | $3,866-63.5% | $4,764-70.3% |
| Participant deferral / active EE | $8,327 | $5,868+41.9% | $4,937+68.7% | $5,851+42.3% |
| Admin fee / account holder | $12 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |