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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,401 | $129,959-9.7% | $104,301+12.6% | $134,532-12.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 2.50% | 42.04%-39.5pp | 24.61%-22.1pp | 418.27%-415.8pp |
| Employer contribution / active EE | $10,000 | $4,185+138.9% | $3,373+196.5% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |