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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,001 | $157,829-44.9% | $136,867-36.4% | $198,609-56.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.20% | 51.25%-37.0pp | 42.97%-28.8pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,487 | $3,923-11.1% | $3,547-1.7% | $5,055-31.0% |
| Participant deferral / active EE | $3,376 | $5,463-38.2% | $4,924-31.4% | $6,977-51.6% |
| Admin fee / account holder | $33 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |