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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,219 | $154,209-55.8% | $130,062-47.5% | $139,487-51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 32.52%-14.3pp | -137.37%+155.6pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,619 | $5,292-31.6% | $4,322-16.3% | $4,755-23.9% |
| Participant deferral / active EE | $4,095 | $6,709-39.0% | $5,821-29.6% | $6,713-39.0% |
| Admin fee / account holder | $19 | $13,988-99.9% | $10,601-99.8% | $11,407-99.8% |