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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,311 | $93,346-12.9% | $71,796+13.3% | $273,972-70.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 130.39%-126.4pp | 78.04%-74.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $7,764 | $2,733+184.0% | $1,924+303.4% | $4,869+59.5% |
| Participant deferral / active EE | $4,800 | $3,475+38.1% | $2,794+71.8% | $5,287-9.2% |
| Admin fee / account holder | $272 | $6,571-95.9% | $4,815-94.3% | $10,133-97.3% |