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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,257 | $115,796+24.6% | $101,264+42.5% | $158,950-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.65% | 56.15%-34.5pp | 46.48%-24.8pp | 302.91%-281.3pp |
| Employer contribution / active EE | $1,230 | $4,175-70.5% | $3,660-66.4% | $4,762-74.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $37 | $7,247-99.5% | $5,947-99.4% | $11,248-99.7% |