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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,973 | $166,089-39.8% | $164,928-39.4% | $145,978-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.03% | 100.26%-88.2pp | 70.08%-58.0pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,627 | $5,276-31.3% | $4,343-16.5% | $4,662-22.2% |
| Participant deferral / active EE | $7,954 | $6,961+14.3% | $6,034+31.8% | $6,690+18.9% |
| Admin fee / account holder | $86 | $16,641-99.5% | $12,684-99.3% | $13,400-99.4% |