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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,622 | $162,821-29.6% | $133,978-14.4% | $158,982-27.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.67% | 41.95%-25.3pp | 45.10%-28.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $3,287 | $4,976-33.9% | $3,919-16.1% | $4,763-31.0% |
| Participant deferral / active EE | $4,781 | $5,910-19.1% | $5,047-5.3% | $5,983-20.1% |
| Admin fee / account holder | $84 | $11,742-99.3% | $8,930-99.1% | $11,252-99.3% |