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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,595 | $183,592-31.0% | $155,567-18.6% | $145,959-13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.68% | 61.24%-40.6pp | 64.74%-44.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $2,387 | $5,315-55.1% | $4,674-48.9% | $4,661-48.8% |
| Participant deferral / active EE | $9,231 | $6,464+42.8% | $5,628+64.0% | $6,689+38.0% |
| Admin fee / account holder | $206 | $19,318-98.9% | $15,916-98.7% | $13,398-98.5% |