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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,390 | $152,612-35.5% | $125,192-21.4% | $152,897-35.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.31% | 54.85%-31.5pp | 43.79%-20.5pp | 345.43%-322.1pp |
| Employer contribution / active EE | $4,878 | $4,947-1.4% | $3,866+26.2% | $4,764+2.4% |
| Participant deferral / active EE | $9,538 | $5,868+62.5% | $4,937+93.2% | $5,851+63.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |