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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,300 | $118,875-20.7% | $96,572-2.4% | $167,553-43.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.68% | 50.50%-34.8pp | 37.79%-22.1pp | 478.89%-463.2pp |
| Employer contribution / active EE | $4,335 | $3,121+38.9% | $2,357+83.9% | $4,840-10.4% |
| Participant deferral / active EE | $9,628 | $4,617+108.5% | $3,850+150.1% | $6,343+51.8% |
| Admin fee / account holder | $2 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |