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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,281 | $181,062-47.4% | $158,223-39.8% | $155,188-38.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 49.44% | 57.39%-7.9pp | 52.09%-2.7pp | 148.84%-99.4pp |
| Employer contribution / active EE | $6,863 | $4,565+50.4% | $4,109+67.0% | $4,248+61.6% |
| Participant deferral / active EE | $3,228 | $6,134-47.4% | $5,467-41.0% | $6,531-50.6% |
| Admin fee / account holder | $5 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |