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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,970 | $103,392-17.8% | $87,104-2.4% | $152,897-44.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 21.28% | 28.10%-6.8pp | 28.19%-6.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,558 | $3,221-20.6% | $2,521+1.4% | $4,764-46.3% |
| Participant deferral / active EE | $3,871 | $4,778-19.0% | $4,048-4.4% | $5,851-33.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |