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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,552 | $176,402-44.7% | $134,162-27.3% | $158,982-38.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.44% | 63.66%-50.2pp | 36.35%-22.9pp | 302.99%-289.5pp |
| Employer contribution / active EE | $5,197 | $5,042+3.1% | $3,705+40.3% | $4,763+9.1% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |