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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,238 | $154,193-29.2% | $130,045-16.0% | $139,466-21.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.97% | 32.51%-10.5pp | -137.30%+159.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,400 | $5,292-35.7% | $4,321-21.3% | $4,754-28.5% |
| Participant deferral / active EE | $22,988 | $6,709+242.7% | $5,820+295.0% | $6,712+242.5% |
| Admin fee / account holder | $233 | $13,989-98.3% | $10,600-97.8% | $11,409-98.0% |