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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,793 | $152,587-33.9% | $125,175-19.5% | $152,870-34.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.78% | 54.84%-34.1pp | 43.79%-23.0pp | 345.34%-324.6pp |
| Employer contribution / active EE | $2,659 | $4,946-46.2% | $3,865-31.2% | $4,763-44.2% |
| Participant deferral / active EE | $6,152 | $5,868+4.8% | $4,937+24.6% | $5,850+5.1% |
| Admin fee / account holder | $7 | $13,434-99.9% | $9,702-99.9% | $11,597-99.9% |