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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,709 | $54,245+255.3% | $93,727+105.6% | $77,762+147.8% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 13.41% | 30.58%-17.2pp | 133.83%-120.4pp | 31.27%-17.9pp |
| Employer contribution / active EE | $6,407 | $1,168+448.7% | $2,421+164.6% | $2,728+134.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |