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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,933 | $122,239-1.1% | $184,200-34.3% | $74,546+62.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 34.18% | 19.95%+14.2pp | 28.80%+5.4pp | 1366.03%-1331.9pp |
| Employer contribution / active EE | $4,424 | $4,537-2.5% | $6,424-31.1% | $2,624+68.6% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |