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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,207 | $114,013-13.9% | $103,693-5.3% | $155,188-36.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 11.84% | 49.31%-37.5pp | 47.61%-35.8pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,388 | $3,131-23.7% | $2,920-18.2% | $4,248-43.8% |
| Participant deferral / active EE | $17,418 | $4,970+250.5% | $4,579+280.4% | $6,531+166.7% |
| Admin fee / account holder | $98 | $8,407-98.8% | $7,858-98.8% | $14,480-99.3% |