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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,008 | $115,814-23.1% | $101,275-12.1% | $158,982-44.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.42% | 56.16%-37.7pp | 46.48%-28.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,367 | $4,176-19.4% | $3,660-8.0% | $4,763-29.3% |
| Participant deferral / active EE | $3,367 | $4,958-32.1% | $4,371-23.0% | $5,983-43.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |