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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,646 | $124,346-18.3% | $111,306-8.7% | $167,553-39.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.68% | 37.46%-23.8pp | 54.67%-41.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $5,340 | $3,438+55.3% | $2,732+95.5% | $4,840+10.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |