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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,000 | $80,731+7.8% | $103,378-15.8% | $74,400+16.9% |
| Participation rate | 98.4% | 65.7%+32.8pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 14.35% | 27.56%-13.2pp | 24.91%-10.6pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $5,145 | $3,159+62.9% | $3,870+32.9% | $2,624+96.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,369-99.9% | $8,401-100.0% | $1,944-99.9% |