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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,322 | $103,392+46.4% | $87,104+73.7% | $152,897-1.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 19.94% | 28.10%-8.2pp | 28.19%-8.3pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,642 | $3,221-49.0% | $2,521-34.9% | $4,764-65.5% |
| Participant deferral / active EE | $9,615 | $4,778+101.2% | $4,048+137.5% | $5,851+64.3% |
| Admin fee / account holder | $32 | $12,194-99.7% | $7,491-99.6% | $11,599-99.7% |