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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,889 | $166,242-28.5% | $165,071-28.0% | $145,884-18.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.18% | 100.44%-85.3pp | 70.17%-55.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,424 | $5,283-54.1% | $4,347-44.2% | $4,662-48.0% |
| Participant deferral / active EE | $5,145 | $6,964-26.1% | $6,035-14.8% | $6,690-23.1% |
| Admin fee / account holder | $238 | $16,658-98.6% | $12,695-98.1% | $13,392-98.2% |