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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,168 | $101,672+3.4% | $147,117-28.5% | $74,478+41.2% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 17.27% | 8757.83%-8740.6pp | 420.54%-403.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $1,456 | $3,813-61.8% | $4,932-70.5% | $2,626-44.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |