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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,334 | $115,814-38.4% | $101,275-29.6% | $158,982-55.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.95% | 56.16%-32.2pp | 46.48%-22.5pp | 302.99%-279.0pp |
| Employer contribution / active EE | $1,994 | $4,176-52.3% | $3,660-45.5% | $4,763-58.1% |
| Participant deferral / active EE | $11,920 | $4,958+140.4% | $4,371+172.7% | $5,983+99.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |