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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,649 | $115,814-7.9% | $101,275+5.3% | $158,982-32.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.75% | 56.16%-37.4pp | 46.48%-27.7pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,063 | $4,176-74.5% | $3,660-71.0% | $4,763-77.7% |
| Participant deferral / active EE | $3,661 | $4,958-26.2% | $4,371-16.2% | $5,983-38.8% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |