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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,921 | $65,566+156.1% | $86,235+94.7% | $75,177+123.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.01% | 46.07%-30.1pp | 1170.03%-1154.0pp | 160.75%-144.7pp |
| Employer contribution / active EE | $2,484 | $1,553+59.9% | $2,381+4.3% | $2,671-7.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |