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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,536 | $101,063+55.9% | $81,473+93.4% | $147,585+6.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 37.60% | 32.41%+5.2pp | 38.78%-1.2pp | 578.58%-541.0pp |
| Employer contribution / active EE | $1,286 | $3,206-59.9% | $2,568-49.9% | $4,876-73.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |