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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,835 | $106,247-5.1% | $147,096-31.4% | $77,714+29.8% |
| Participation rate | 99.1% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 18.81% | 56.87%-38.1pp | 419.75%-400.9pp | 31.26%-12.4pp |
| Employer contribution / active EE | $3,815 | $4,069-6.3% | $4,936-22.7% | $2,727+39.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |