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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,646 | $176,402-46.9% | $134,162-30.2% | $158,966-41.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.72% | 63.66%-49.9pp | 36.35%-22.6pp | 302.95%-289.2pp |
| Employer contribution / active EE | $2,326 | $5,042-53.9% | $3,705-37.2% | $4,762-51.2% |
| Participant deferral / active EE | $3,936 | $4,093-3.8% | $3,500+12.5% | $5,983-34.2% |
| Admin fee / account holder | $16 | $8,719-99.8% | $6,685-99.8% | $11,250-99.9% |