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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,253 | $115,814-26.4% | $101,275-15.8% | $158,982-46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.70% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,139 | $4,176-48.8% | $3,660-41.6% | $4,763-55.1% |
| Participant deferral / active EE | $7,948 | $4,958+60.3% | $4,371+81.9% | $5,983+32.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |