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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,336 | $131,835+12.5% | $108,582+36.6% | $273,972-45.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 25.97% | -91.57%+117.5pp | -51.70%+77.7pp | 41.46%-15.5pp |
| Employer contribution / active EE | $17,000 | $4,913+246.0% | $3,758+352.3% | $4,869+249.2% |
| Participant deferral / active EE | $10,350 | $5,127+101.9% | $4,311+140.1% | $5,287+95.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |