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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,431 | $227,399-62.0% | $189,758-54.5% | $198,609-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.22% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,976 | $5,526-64.3% | $4,767-58.6% | $5,055-60.9% |
| Participant deferral / active EE | $5,820 | $6,837-14.9% | $5,856-0.6% | $6,977-16.6% |
| Admin fee / account holder | $186 | $25,162-99.3% | $20,388-99.1% | $19,030-99.0% |