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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,048 | $149,741-36.5% | $118,914-20.1% | $158,982-40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.75% | 19.94%-2.2pp | 35.89%-18.1pp | 302.99%-285.2pp |
| Employer contribution / active EE | $4,395 | $4,119+6.7% | $3,264+34.6% | $4,763-7.7% |
| Participant deferral / active EE | $4,501 | $5,226-13.9% | $4,266+5.5% | $5,983-24.8% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |