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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,138 | $100,203-19.0% | $85,240-4.8% | $145,897-44.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 84.28%-58.9pp | 66.75%-41.4pp | 552.29%-526.9pp |
| Employer contribution / active EE | $3,403 | $3,242+5.0% | $2,735+24.4% | $4,663-27.0% |
| Participant deferral / active EE | $8,315 | $5,299+56.9% | $4,527+83.7% | $6,689+24.3% |
| Admin fee / account holder | $79 | $7,265-98.9% | $6,165-98.7% | $13,390-99.4% |