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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,691 | $103,387-28.7% | $87,102-15.4% | $152,885-51.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.86% | 28.10%-8.2pp | 28.19%-8.3pp | 345.39%-325.5pp |
| Employer contribution / active EE | $2,373 | $3,221-26.3% | $2,521-5.9% | $4,763-50.2% |
| Participant deferral / active EE | $5,612 | $4,778+17.5% | $4,048+38.6% | $5,851-4.1% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |