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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,965 | $72,303+101.9% | $86,698+68.4% | $64,819+125.2% |
| Participation rate | 90.3% | 80.4%+9.9pp | 76.6%+13.7pp | 71.5%+18.8pp |
| Annual return | 6.62% | 392.77%-386.2pp | 35.95%-29.3pp | 32.84%-26.2pp |
| Employer contribution / active EE | $16,892 | $2,393+605.9% | $2,837+495.5% | $2,507+573.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |