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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,127 | $115,814-27.4% | $101,275-16.9% | $158,982-47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.66% | 56.16%-40.5pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,797 | $4,176-33.0% | $3,660-23.6% | $4,763-41.3% |
| Participant deferral / active EE | $6,463 | $4,958+30.3% | $4,371+47.9% | $5,983+8.0% |
| Admin fee / account holder | $78 | $7,249-98.9% | $5,948-98.7% | $11,252-99.3% |