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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,201 | $86,288-3.6% | $111,306-25.3% | $85,851-3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.16% | 19.99%-2.8pp | 54.67%-37.5pp | 318.63%-301.5pp |
| Employer contribution / active EE | $4,847 | $2,044+137.2% | $2,732+77.4% | $2,565+88.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |