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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,859 | $166,131-15.8% | $164,975-15.2% | $145,877-4.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.05% | 100.37%-80.3pp | 70.12%-50.1pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,165 | $5,276-77.9% | $4,343-73.2% | $4,663-75.0% |
| Participant deferral / active EE | $15,396 | $6,962+121.1% | $6,033+155.2% | $6,691+130.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |