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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,694 | $154,193-19.1% | $130,045-4.1% | $139,466-10.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.79% | 32.51%-19.7pp | -137.30%+150.1pp | 373.66%-360.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,820+415.5% | $6,712+347.0% |
| Admin fee / account holder | $208 | $13,989-98.5% | $10,600-98.0% | $11,409-98.2% |