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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,875 | $111,535-34.7% | $105,223-30.7% | $137,256-46.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.85% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,799 | $3,939-3.6% | $3,689+3.0% | $4,156-8.6% |
| Participant deferral / active EE | $23,455 | $5,500+326.5% | $5,072+362.5% | $6,407+266.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |