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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,130 | $176,402-38.1% | $134,162-18.7% | $158,966-31.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 21.19% | 63.66%-42.5pp | 36.35%-15.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $677 | $5,042-86.6% | $3,705-81.7% | $4,762-85.8% |
| Participant deferral / active EE | $2,069 | $4,093-49.4% | $3,500-40.9% | $5,983-65.4% |
| Admin fee / account holder | $32 | $8,719-99.6% | $6,685-99.5% | $11,250-99.7% |