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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,848 | $78,607+48.6% | $105,624+10.6% | $74,478+56.9% |
| Participation rate | 80.8% | 72.8%+8.0pp | 75.3%+5.5pp | 67.2%+13.5pp |
| Annual return | 11.54% | 15.96%-4.4pp | 116.20%-104.7pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $6,562 | $2,523+160.1% | $3,168+107.2% | $2,626+149.9% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $74 | $2,220-96.6% | $10,961-99.3% | $1,946-96.2% |