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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,329 | $142,426-7.1% | $115,167+14.9% | $152,909-13.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 18.99% | 41.48%-22.5pp | 35.60%-16.6pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,956 | $4,011-51.2% | $3,179-38.5% | $4,764-58.9% |
| Participant deferral / active EE | $11,622 | $5,165+125.0% | $4,169+178.8% | $5,851+98.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |