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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,237 | $63,924+183.5% | $108,582+66.9% | $55,167+228.5% |
| Participation rate | 93.2% | 74.3%+18.9pp | 79.6%+13.6pp | 69.0%+24.2pp |
| Annual return | 12.07% | 15.31%-3.2pp | -51.70%+63.8pp | 169.23%-157.2pp |
| Employer contribution / active EE | $15,078 | $1,879+702.4% | $3,758+301.2% | $1,963+668.3% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |