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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,026 | $118,877-24.3% | $96,570-6.8% | $167,536-46.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 50.50%-32.8pp | 37.79%-20.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,673 | $3,121-14.4% | $2,357+13.4% | $4,839-44.8% |
| Participant deferral / active EE | $7,850 | $4,617+70.0% | $3,849+103.9% | $6,342+23.8% |
| Admin fee / account holder | $20 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |