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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,337 | $106,923-13.6% | $84,023+9.9% | $152,909-39.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.31% | 105.02%-85.7pp | 71.32%-52.0pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,997 | $2,735-27.0% | $1,984+0.7% | $4,764-58.1% |
| Participant deferral / active EE | $5,016 | $4,013+25.0% | $3,239+54.9% | $5,851-14.3% |
| Admin fee / account holder | $19 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |