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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,684 | $112,933+1.6% | $90,970+26.1% | $158,982-27.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.26% | 215.82%-198.6pp | 134.60%-117.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $926 | $2,893-68.0% | $2,122-56.4% | $4,763-80.6% |
| Participant deferral / active EE | $14,300 | $4,128+246.4% | $3,373+324.0% | $5,983+139.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |