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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,277 | $154,193+1.4% | $130,045+20.2% | $139,466+12.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.30% | 32.51%-11.2pp | -137.30%+158.6pp | 373.66%-352.4pp |
| Employer contribution / active EE | $1,877 | $5,292-64.5% | $4,321-56.6% | $4,754-60.5% |
| Participant deferral / active EE | $4,286 | $6,709-36.1% | $5,820-26.4% | $6,712-36.1% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |