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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,105 | $225,673-13.1% | $203,872-3.8% | $155,188+26.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 15.87% | 95.91%-80.0pp | 85.11%-69.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,521 | $4,099-62.9% | $3,757-59.5% | $4,248-64.2% |
| Participant deferral / active EE | $1,521 | $6,893-77.9% | $6,388-76.2% | $6,531-76.7% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |