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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,426 | $110,410+11.8% | $102,437+20.5% | $145,897-15.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.81% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $9,953 | $4,217+136.0% | $3,871+157.1% | $4,663+113.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |