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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,589 | $106,247+32.3% | $147,096-4.4% | $77,714+80.9% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.5pp |
| Annual return | 16.88% | 56.87%-40.0pp | 419.75%-402.9pp | 31.26%-14.4pp |
| Employer contribution / active EE | $1,346 | $4,069-66.9% | $4,936-72.7% | $2,727-50.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |