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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,138 | $100,073-18.9% | $85,126-4.7% | $145,877-44.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 84.11%-58.8pp | 66.63%-41.3pp | 551.28%-525.9pp |
| Employer contribution / active EE | $3,403 | $3,236+5.1% | $2,731+24.6% | $4,663-27.0% |
| Participant deferral / active EE | $8,315 | $5,294+57.0% | $4,523+83.8% | $6,691+24.3% |
| Admin fee / account holder | $79 | $7,261-98.9% | $6,160-98.7% | $13,402-99.4% |