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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,368 | $232,540-60.7% | $185,117-50.6% | $147,586-38.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.41% | 43.03%-27.6pp | 40.50%-25.1pp | 578.59%-563.2pp |
| Employer contribution / active EE | $4,197 | $5,195-19.2% | $4,182+0.4% | $4,876-13.9% |
| Participant deferral / active EE | $3,981 | $5,834-31.8% | $5,045-21.1% | $5,439-26.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |