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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,192 | $162,821-40.9% | $133,978-28.2% | $158,982-39.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.43% | 41.95%-19.5pp | 45.10%-22.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $2,240 | $4,976-55.0% | $3,919-42.8% | $4,763-53.0% |
| Participant deferral / active EE | $4,029 | $5,910-31.8% | $5,047-20.2% | $5,983-32.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |