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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,393 | $227,399-53.7% | $189,758-44.5% | $198,609-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.36% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.3pp |
| Employer contribution / active EE | $1,726 | $5,526-68.8% | $4,767-63.8% | $5,055-65.9% |
| Participant deferral / active EE | $3,545 | $6,837-48.1% | $5,856-39.5% | $6,977-49.2% |
| Admin fee / account holder | $176 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |