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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,305 | $166,089-28.2% | $164,928-27.7% | $145,978-18.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.90% | 100.26%-91.4pp | 70.08%-61.2pp | 550.52%-541.6pp |
| Employer contribution / active EE | $4,200 | $5,276-20.4% | $4,343-3.3% | $4,662-9.9% |
| Participant deferral / active EE | $3,300 | $6,961-52.6% | $6,034-45.3% | $6,690-50.7% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |