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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,534 | $115,814-9.7% | $101,275+3.2% | $158,982-34.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.81% | 56.16%-24.3pp | 46.48%-14.7pp | 302.99%-271.2pp |
| Employer contribution / active EE | $14,285 | $4,176+242.1% | $3,660+290.3% | $4,763+199.9% |
| Participant deferral / active EE | $10,905 | $4,958+119.9% | $4,371+149.5% | $5,983+82.3% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |