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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,779 | $100,801+22.8% | $149,745-17.3% | $73,412+68.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 25.70% | 265.34%-239.6pp | 276.72%-251.0pp | 59.30%-33.6pp |
| Employer contribution / active EE | $3,535 | $3,312+6.8% | $4,646-23.9% | $2,234+58.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |