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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,553 | $152,619+2.6% | $125,195+25.0% | $152,909+2.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.51% | 54.85%-34.3pp | 43.79%-23.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $3,827 | $4,947-22.6% | $3,866-1.0% | $4,764-19.7% |
| Participant deferral / active EE | $12,605 | $5,869+114.8% | $4,937+155.3% | $5,851+115.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |