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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,559 | $101,063+14.3% | $81,473+41.8% | $147,586-21.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.65% | 32.41%-10.8pp | 38.78%-17.1pp | 578.59%-556.9pp |
| Employer contribution / active EE | $2,704 | $3,206-15.6% | $2,568+5.3% | $4,876-44.5% |
| Participant deferral / active EE | $5,050 | $4,242+19.0% | $3,537+42.8% | $5,439-7.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |