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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,191 | $70,430+109.0% | $96,572+52.4% | $85,851+71.4% |
| Participation rate | 96.8% | 61.8%+35.0pp | 69.8%+27.0pp | 69.3%+27.5pp |
| Annual return | 15.34% | 18.58%-3.2pp | 37.79%-22.5pp | 318.63%-303.3pp |
| Employer contribution / active EE | $10,571 | $1,413+648.0% | $2,357+348.4% | $2,565+312.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |