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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,544 | $232,540-52.9% | $185,117-40.8% | $147,586-25.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.57% | 43.03%-28.5pp | 40.50%-25.9pp | 578.59%-564.0pp |
| Employer contribution / active EE | $3,667 | $5,195-29.4% | $4,182-12.3% | $4,876-24.8% |
| Participant deferral / active EE | $4,765 | $5,834-18.3% | $5,045-5.5% | $5,439-12.4% |
| Admin fee / account holder | $72 | $10,275-99.3% | $8,159-99.1% | $10,886-99.3% |