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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,589 | $106,110+32.5% | $147,005-4.4% | $77,671+81.0% |
| Participation rate | 89.1% | 78.4%+10.7pp | 82.2%+6.9pp | 70.6%+18.5pp |
| Annual return | 16.88% | 56.77%-39.9pp | 418.76%-401.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $1,346 | $4,065-66.9% | $4,934-72.7% | $2,726-50.6% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |