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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,830 | $118,877+23.5% | $96,570+52.0% | $167,536-12.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 50.50%-35.8pp | 37.79%-23.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,000 | $3,121-68.0% | $2,357-57.6% | $4,839-79.3% |
| Participant deferral / active EE | $14,300 | $4,617+209.7% | $3,849+271.5% | $6,342+125.5% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |