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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,048 | $149,754-36.5% | $118,934-20.1% | $158,931-40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.75% | 19.95%-2.2pp | 35.88%-18.1pp | 302.86%-285.1pp |
| Employer contribution / active EE | $4,395 | $4,116+6.8% | $3,263+34.7% | $4,761-7.7% |
| Participant deferral / active EE | $4,501 | $5,224-13.8% | $4,265+5.5% | $5,982-24.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,580-100.0% | $11,247-100.0% |