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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,698 | $148,970-11.6% | $136,072-3.2% | $199,960-34.1% |
| Participation rate | 93.1% | 79.4%+13.8pp | 76.4%+16.7pp | 72.0%+21.2pp |
| Annual return | 19.73% | 27.07%-7.3pp | 580.46%-560.7pp | 34.28%-14.5pp |
| Employer contribution / active EE | $8,468 | $3,561+137.8% | $4,216+100.9% | $3,036+178.9% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,028-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,718-100.0% | $269-100.0% |