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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,107 | $111,535-36.2% | $105,223-32.4% | $137,256-48.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.29% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,088 | $3,939-47.0% | $3,689-43.4% | $4,156-49.8% |
| Participant deferral / active EE | $6,840 | $5,500+24.4% | $5,072+34.9% | $6,407+6.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |