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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,069 | $183,592-44.9% | $155,574-35.0% | $145,877-30.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.10% | 61.37%-32.3pp | 64.87%-35.8pp | 551.28%-522.2pp |
| Employer contribution / active EE | $2,494 | $5,317-53.1% | $4,676-46.7% | $4,663-46.5% |
| Participant deferral / active EE | $8,652 | $6,466+33.8% | $5,629+53.7% | $6,691+29.3% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |