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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,768 | $52,293+94.6% | $178,503-43.0% | $73,412+38.6% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.1pp |
| Annual return | 14.27% | 34.75%-20.5pp | 151.12%-136.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,559 | $2,333+224.0% | $5,202+45.3% | $3,806+98.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |