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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,072 | $145,174+2.0% | $182,262-18.8% | $69,255+113.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 84.2%+15.8pp | 69.0%+31.0pp |
| Annual return | 12.63% | 24.21%-11.6pp | 140.60%-128.0pp | 26.73%-14.1pp |
| Employer contribution / active EE | $13,333 | $4,864+174.1% | $5,046+164.2% | $2,645+404.1% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $16,712-100.0% | $733-100.0% |