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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,582 | $103,038+24.8% | $90,324+42.4% | $152,909-15.9% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 24.99% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,556 | $3,141-18.6% | $2,856-10.5% | $4,764-46.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |