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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,137 | $100,203-22.0% | $85,240-8.3% | $145,897-46.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.50% | 84.28%-61.8pp | 66.75%-44.3pp | 552.29%-529.8pp |
| Employer contribution / active EE | $1,105 | $3,242-65.9% | $2,735-59.6% | $4,663-76.3% |
| Participant deferral / active EE | $19,400 | $5,299+266.1% | $4,527+328.5% | $6,689+190.0% |
| Admin fee / account holder | $120 | $7,265-98.3% | $6,165-98.1% | $13,390-99.1% |