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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,936 | $116,203-22.6% | $93,621-3.9% | $152,909-41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.92% | 35.96%-16.0pp | 32.76%-12.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,065 | $3,219-35.9% | $2,719-24.0% | $4,764-56.7% |
| Participant deferral / active EE | $2,581 | $4,605-43.9% | $4,070-36.6% | $5,851-55.9% |
| Admin fee / account holder | $201 | $10,751-98.1% | $7,890-97.4% | $11,601-98.3% |