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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,501 | $197,603-48.1% | $177,827-42.4% | $158,950-35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.62% | 58.76%-42.1pp | 48.32%-31.7pp | 302.91%-286.3pp |
| Employer contribution / active EE | $2,336 | $6,698-65.1% | $5,918-60.5% | $4,762-50.9% |
| Participant deferral / active EE | $6,539 | $8,404-22.2% | $7,713-15.2% | $5,983+9.3% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |