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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,186 | $77,419+6.2% | $69,461+18.3% | $152,885-46.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.04% | 39.07%-20.0pp | 28.97%-9.9pp | 345.39%-326.4pp |
| Employer contribution / active EE | $2,248 | $3,315-32.2% | $2,779-19.1% | $4,763-52.8% |
| Participant deferral / active EE | $7,200 | $4,414+63.1% | $3,536+103.6% | $5,851+23.1% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |