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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,553 | $100,792+16.6% | $86,691+35.6% | $134,509-12.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 29.08%-47.0pp | 35.94%-53.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $25,844 | $3,491+640.4% | $2,837+811.0% | $4,741+445.2% |
| Participant deferral / active EE | $11,416 | $5,339+113.8% | $4,656+145.2% | $6,400+78.4% |
| Admin fee / account holder | $227 | $10,924-97.9% | $7,492-97.0% | $11,427-98.0% |