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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,652 | $77,416+22.3% | $69,464+36.3% | $152,897-38.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.68% | 39.08%-31.4pp | 28.98%-21.3pp | 345.43%-337.8pp |
| Employer contribution / active EE | $2,715 | $3,315-18.1% | $2,779-2.3% | $4,764-43.0% |
| Participant deferral / active EE | $2,990 | $4,413-32.2% | $3,536-15.4% | $5,851-48.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |