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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,784 | $115,814-21.6% | $101,275-10.4% | $158,982-42.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.00% | 56.16%-43.2pp | 46.48%-33.5pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,609 | $4,176-13.6% | $3,660-1.4% | $4,763-24.2% |
| Participant deferral / active EE | $4,695 | $4,958-5.3% | $4,371+7.4% | $5,983-21.5% |
| Admin fee / account holder | $39 | $7,249-99.5% | $5,948-99.3% | $11,252-99.7% |