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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,509 | $124,336+25.9% | $111,303+40.6% | $167,518-6.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 30.69% | 37.45%-6.8pp | 54.66%-24.0pp | 478.71%-448.0pp |
| Employer contribution / active EE | $2,913 | $3,436-15.2% | $2,731+6.7% | $4,838-39.8% |
| Participant deferral / active EE | $5,292 | $5,181+2.1% | $4,487+17.9% | $6,342-16.6% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |