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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,085 | $105,856+7.8% | $90,161+26.5% | $147,586-22.7% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 16.09% | 37.63%-21.5pp | 34.89%-18.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $16,616 | $4,126+302.7% | $3,318+400.8% | $4,876+240.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |