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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,894 | $95,388+34.1% | $125,401+2.0% | $77,906+64.2% |
| Participation rate | 87.1% | 78.6%+8.5pp | 82.4%+4.7pp | 73.7%+13.4pp |
| Annual return | 15.01% | 116.19%-101.2pp | 572.53%-557.5pp | 12.16%+2.9pp |
| Employer contribution / active EE | $3,318 | $3,666-9.5% | $4,816-31.1% | $2,846+16.6% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $6 | $119-95.1% | $10,008-99.9% | $133-95.6% |