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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,568 | $115,814-20.9% | $101,275-9.6% | $158,982-42.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.20% | 56.16%-43.0pp | 46.48%-33.3pp | 302.99%-289.8pp |
| Employer contribution / active EE | $4,236 | $4,176+1.4% | $3,660+15.7% | $4,763-11.1% |
| Participant deferral / active EE | $3,699 | $4,958-25.4% | $4,371-15.4% | $5,983-38.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |