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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,104 | $105,856-25.3% | $90,161-12.3% | $147,586-46.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.65% | 37.63%-21.0pp | 34.89%-18.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $6,311 | $4,126+52.9% | $3,318+90.2% | $4,876+29.4% |
| Participant deferral / active EE | $2,987 | $5,733-47.9% | $5,287-43.5% | $5,439-45.1% |
| Admin fee / account holder | $18 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |