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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,918 | $152,612-27.3% | $125,192-11.4% | $152,897-27.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.22% | 54.85%-37.6pp | 43.79%-26.6pp | 345.43%-328.2pp |
| Employer contribution / active EE | $30,283 | $4,947+512.1% | $3,866+683.3% | $4,764+535.7% |
| Participant deferral / active EE | $26,750 | $5,868+355.8% | $4,937+441.8% | $5,851+357.2% |
| Admin fee / account holder | $151 | $13,437-98.9% | $9,704-98.4% | $11,599-98.7% |