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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,916 | $50,169+196.8% | $149,740-0.6% | $80,187+85.7% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 19.54% | 29.82%-10.3pp | 134.51%-115.0pp | 40.40%-20.9pp |
| Employer contribution / active EE | $6,629 | $1,869+254.6% | $4,821+37.5% | $2,980+122.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,222-100.0% | $145-100.0% |