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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,026 | $118,869-24.3% | $96,575-6.8% | $167,518-46.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 50.49%-32.8pp | 37.79%-20.1pp | 478.71%-461.0pp |
| Employer contribution / active EE | $2,673 | $3,120-14.3% | $2,357+13.4% | $4,838-44.8% |
| Participant deferral / active EE | $7,850 | $4,616+70.1% | $3,849+104.0% | $6,342+23.8% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |