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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,965 | $101,063-22.9% | $81,473-4.3% | $147,586-47.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.34% | 32.41%-11.1pp | 38.78%-17.4pp | 578.59%-557.3pp |
| Employer contribution / active EE | $7,459 | $3,206+132.7% | $2,568+190.5% | $4,876+53.0% |
| Participant deferral / active EE | $765 | $4,242-82.0% | $3,537-78.4% | $5,439-85.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |