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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,106 | $124,330-26.7% | $109,173-16.5% | $167,536-45.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.59% | 26.04%-11.4pp | 25.75%-11.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $8,822 | $4,209+109.6% | $3,723+137.0% | $4,839+82.3% |
| Participant deferral / active EE | $7,109 | $5,256+35.2% | $4,654+52.8% | $6,342+12.1% |
| Admin fee / account holder | $101 | $7,974-98.7% | $6,755-98.5% | $12,315-99.2% |