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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,624 | $101,063+31.2% | $81,473+62.8% | $147,586-10.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.31% | 32.41%-7.1pp | 38.78%-13.5pp | 578.59%-553.3pp |
| Employer contribution / active EE | $2,543 | $3,206-20.7% | $2,568-1.0% | $4,876-47.8% |
| Participant deferral / active EE | $4,189 | $4,242-1.3% | $3,537+18.4% | $5,439-23.0% |
| Admin fee / account holder | $12 | $5,812-99.8% | $4,561-99.7% | $10,886-99.9% |