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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,736 | $99,921+46.9% | $85,009+72.6% | $145,959+0.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.87% | 83.89%-68.0pp | 66.47%-50.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,284 | $5,293-56.8% | $4,522-49.5% | $6,689-65.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |