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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,176 | $79,189+104.8% | $102,457+58.3% | $74,400+118.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.76% | 54.98%-37.2pp | 29.41%-11.6pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $2,897 | $2,362+22.6% | $3,022-4.1% | $2,624+10.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |