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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,027 | $183,592-18.3% | $155,574-3.6% | $145,877+2.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,515 | $5,317-71.5% | $4,676-67.6% | $4,663-67.5% |
| Participant deferral / active EE | $4,488 | $6,466-30.6% | $5,629-20.3% | $6,691-32.9% |
| Admin fee / account holder | $112 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |