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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,467 | $102,385-20.4% | $147,080-44.6% | $80,935+0.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.07% | 135.09%-123.0pp | 420.17%-408.1pp | 35.66%-23.6pp |
| Employer contribution / active EE | $3,092 | $3,717-16.8% | $4,933-37.3% | $2,757+12.2% |
| Participant deferral / active EE | $8,958 | $6,651+34.7% | $8,066+11.1% | $4,299+108.4% |
| Admin fee / account holder | $172 | $7,951-97.8% | $12,989-98.7% | $6,924-97.5% |