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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,191 | $115,814-14.4% | $101,275-2.1% | $158,982-37.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.26% | 56.16%-36.9pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,037 | $4,176-75.2% | $3,660-71.7% | $4,763-78.2% |
| Participant deferral / active EE | $2,370 | $4,958-52.2% | $4,371-45.8% | $5,983-60.4% |
| Admin fee / account holder | $190 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |