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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,982 | $176,402-43.9% | $134,162-26.2% | $158,966-37.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.53% | 63.66%-48.1pp | 36.35%-20.8pp | 302.95%-287.4pp |
| Employer contribution / active EE | $822 | $5,042-83.7% | $3,705-77.8% | $4,762-82.7% |
| Participant deferral / active EE | $4,000 | $4,093-2.3% | $3,500+14.3% | $5,983-33.2% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |