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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,573 | $93,117+92.8% | $77,096+132.9% | $134,532+33.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 12.84% | 62.67%-49.8pp | 42.35%-29.5pp | 418.27%-405.4pp |
| Employer contribution / active EE | $2,167 | $3,420-36.7% | $2,814-23.0% | $4,741-54.3% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |