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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,507 | $118,869+4.7% | $96,575+28.9% | $167,518-25.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.49% | 50.49%-38.0pp | 37.79%-25.3pp | 478.71%-466.2pp |
| Employer contribution / active EE | $4,071 | $3,120+30.5% | $2,357+72.7% | $4,838-15.9% |
| Participant deferral / active EE | $26,000 | $4,616+463.3% | $3,849+575.5% | $6,342+310.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |