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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,281 | $183,627-51.4% | $155,602-42.6% | $145,978-38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $3,230 | $5,316-39.2% | $4,675-30.9% | $4,662-30.7% |
| Participant deferral / active EE | $5,604 | $6,466-13.3% | $5,629-0.4% | $6,690-16.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |