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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,948 | $155,840-35.9% | $124,694-19.8% | $167,553-40.3% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 11.73% | 17.98%-6.2pp | 5144.82%-5133.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,394 | $4,165-66.5% | $3,325-58.1% | $4,840-71.2% |
| Participant deferral / active EE | $7,612 | $5,675+34.1% | $4,615+64.9% | $6,343+20.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |