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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,777 | $86,692+13.9% | $119,634-17.4% | $66,949+47.5% |
| Participation rate | 99.0% | 75.6%+23.4pp | 79.3%+19.8pp | 69.8%+29.2pp |
| Annual return | 151.36% | -8.00%+159.4pp | -14.98%+166.3pp | 1.57%+149.8pp |
| Employer contribution / active EE | $1,605 | $2,536-36.7% | $4,232-62.1% | $2,545-37.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |