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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,629 | $154,193+26.9% | $130,045+50.4% | $139,466+40.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $4,488 | $5,292-15.2% | $4,321+3.9% | $4,754-5.6% |
| Participant deferral / active EE | $17,829 | $6,709+165.8% | $5,820+206.3% | $6,712+165.6% |
| Admin fee / account holder | $8 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |