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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,184 | $69,274+112.5% | $64,097+129.6% | $139,487+5.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.38% | 46.00%-30.6pp | 33.75%-18.4pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,952 | $4,685-15.6% | $3,881+1.8% | $6,713-41.1% |
| Admin fee / account holder | $3 | $4,247-99.9% | $3,070-99.9% | $11,407-100.0% |