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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,209 | $113,568+17.3% | $67,524+97.3% | $199,874-33.4% |
| Participation rate | 86.7% | 73.3%+13.3pp | 72.9%+13.8pp | 72.0%+14.7pp |
| Annual return | 20.16% | 15.88%+4.3pp | 3519.41%-3499.2pp | 34.28%-14.1pp |
| Employer contribution / active EE | $2,377 | $3,409-30.3% | $2,734-13.1% | $3,036-21.7% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,001-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $102-99.0% | $4,001-100.0% | $269-99.6% |