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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,029 | $104,664+6.1% | $85,693+29.6% | $167,518-33.7% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 13.41% | 21.45%-8.0pp | 21.49%-8.1pp | 478.71%-465.3pp |
| Employer contribution / active EE | $10,055 | $3,337+201.3% | $2,618+284.1% | $4,838+107.8% |
| Participant deferral / active EE | $10,191 | $4,824+111.2% | $3,923+159.8% | $6,342+60.7% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |