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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,483 | $176,794-43.7% | $146,647-32.2% | $167,553-40.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.87% | 24.04%-12.2pp | 22.75%-10.9pp | 478.89%-467.0pp |
| Employer contribution / active EE | $2,878 | $5,161-44.2% | $4,137-30.4% | $4,840-40.5% |
| Participant deferral / active EE | $4,713 | $6,440-26.8% | $5,506-14.4% | $6,343-25.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |