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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,589 | $108,882-15.0% | $96,754-4.3% | $154,746-40.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.73% | 98.39%-84.7pp | 82.04%-68.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,341 | $3,018+43.8% | $2,679+62.0% | $4,379-0.9% |
| Participant deferral / active EE | $4,800 | $5,323-9.8% | $4,758+0.9% | $6,730-28.7% |
| Admin fee / account holder | $7 | $10,200-99.9% | $8,905-99.9% | $14,365-100.0% |