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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,224 | $99,957+4.3% | $149,730-30.4% | $73,493+41.8% |
| Participation rate | 96.1% | 75.7%+20.4pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 17.70% | 53.87%-36.2pp | 276.70%-259.0pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,625 | $3,191+13.6% | $4,645-22.0% | $2,270+59.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |