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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,764 | $107,368-16.4% | $92,915-3.4% | $152,909-41.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.39% | 145.64%-121.2pp | 109.45%-85.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $3,427 | $4,222-18.8% | $3,653-6.2% | $4,764-28.1% |
| Participant deferral / active EE | $5,865 | $4,848+21.0% | $4,238+38.4% | $5,851+0.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |