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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,903 | $108,882-20.2% | $96,754-10.2% | $154,746-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 24.18% | 98.39%-74.2pp | 82.04%-57.9pp | 172.34%-148.2pp |
| Employer contribution / active EE | $3,586 | $3,018+18.8% | $2,679+33.9% | $4,379-18.1% |
| Participant deferral / active EE | $24,341 | $5,323+357.3% | $4,758+411.6% | $6,730+261.7% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |