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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,701 | $118,875-15.3% | $96,572+4.3% | $167,553-39.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 36.08% | 50.50%-14.4pp | 37.79%-1.7pp | 478.89%-442.8pp |
| Employer contribution / active EE | $2,250 | $3,121-27.9% | $2,357-4.6% | $4,840-53.5% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $154 | $8,070-98.1% | $6,183-97.5% | $12,316-98.7% |