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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,655 | $127,790-0.1% | $106,555+19.8% | $167,536-23.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.05% | 33.88%-13.8pp | 26.80%-6.8pp | 478.82%-458.8pp |
| Employer contribution / active EE | $1,384 | $3,428-59.6% | $2,819-50.9% | $4,839-71.4% |
| Participant deferral / active EE | $4,205 | $5,088-17.4% | $4,399-4.4% | $6,342-33.7% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |