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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,986 | $84,493+44.4% | $125,381-2.7% | $66,938+82.2% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | 15.18% | -8.49%+23.7pp | 572.31%-557.1pp | 1.58%+13.6pp |
| Employer contribution / active EE | $3,651 | $3,554+2.7% | $4,815-24.2% | $2,545+43.4% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,007-100.0% | $594-99.4% |