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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,369 | $172,111-46.3% | $150,298-38.5% | $137,256-32.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.56% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,451 | $4,636-25.6% | $4,154-16.9% | $4,156-17.0% |
| Participant deferral / active EE | $3,451 | $6,166-44.0% | $5,453-36.7% | $6,407-46.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |