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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,754 | $118,875+4.1% | $96,572+28.1% | $167,553-26.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 32.73% | 50.50%-17.8pp | 37.79%-5.1pp | 478.89%-446.2pp |
| Employer contribution / active EE | $12,000 | $3,121+284.5% | $2,357+409.0% | $4,840+148.0% |
| Participant deferral / active EE | $2,875 | $4,617-37.7% | $3,850-25.3% | $6,343-54.7% |
| Admin fee / account holder | $231 | $8,070-97.1% | $6,183-96.3% | $12,316-98.1% |