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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,553 | $100,805+16.6% | $86,698+35.6% | $134,532-12.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 29.09%-47.0pp | 35.95%-53.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $25,844 | $3,490+640.5% | $2,837+811.1% | $4,741+445.1% |
| Participant deferral / active EE | $11,416 | $5,339+113.8% | $4,656+145.2% | $6,401+78.3% |
| Admin fee / account holder | $227 | $10,925-97.9% | $7,493-97.0% | $11,429-98.0% |