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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,134 | $80,753+0.5% | $136,298-40.5% | $62,293+30.2% |
| Participation rate | 98.1% | 73.5%+24.6pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 18.07% | 35.83%-17.8pp | 5156.27%-5138.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $15,872 | $2,884+450.4% | $4,696+238.0% | $2,042+677.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |