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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,132 | $183,516-43.3% | $155,534-33.0% | $145,884-28.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,579 | $5,315-51.5% | $4,675-44.8% | $4,662-44.7% |
| Participant deferral / active EE | $4,579 | $6,467-29.2% | $5,630-18.7% | $6,690-31.6% |
| Admin fee / account holder | $166 | $19,293-99.1% | $15,900-99.0% | $13,392-98.8% |