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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,084 | $103,000-10.6% | $90,300+2.0% | $152,885-39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.63% | 95.19%-72.6pp | 78.11%-55.5pp | 345.39%-322.8pp |
| Employer contribution / active EE | $1,439 | $3,138-54.1% | $2,854-49.6% | $4,763-69.8% |
| Participant deferral / active EE | $13,327 | $4,281+211.3% | $3,884+243.1% | $5,851+127.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |