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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,020 | $115,814-10.2% | $101,275+2.7% | $158,982-34.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 18.28% | 56.16%-37.9pp | 46.48%-28.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $6,420 | $4,176+53.8% | $3,660+75.4% | $4,763+34.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |