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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,747 | $121,341+16.0% | $189,537-25.7% | $79,391+77.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 13.74% | 21.08%-7.3pp | 555.34%-541.6pp | 116.88%-103.1pp |
| Employer contribution / active EE | $2,974 | $3,915-24.0% | $6,161-51.7% | $2,428+22.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,048-100.0% | $627-100.0% |