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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,627 | $134,001+24.3% | $112,258+48.4% | $134,509+23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 5.11% | 47.15%-42.0pp | 27.47%-22.4pp | 418.13%-413.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $264 | $7,491-96.5% | $6,411-95.9% | $11,427-97.7% |