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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,297 | $162,821-47.6% | $133,978-36.3% | $158,982-46.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.49% | 41.95%-28.5pp | 45.10%-31.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $5,538 | $4,976+11.3% | $3,919+41.3% | $4,763+16.3% |
| Participant deferral / active EE | $3,203 | $5,910-45.8% | $5,047-36.5% | $5,983-46.5% |
| Admin fee / account holder | $22 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |