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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,415 | $62,549+54.1% | $85,705+12.5% | $85,851+12.3% |
| Participation rate | 98.9% | 61.1%+37.8pp | 69.9%+29.1pp | 69.3%+29.6pp |
| Annual return | 162.79% | 23.77%+139.0pp | 21.49%+141.3pp | 318.63%-155.8pp |
| Employer contribution / active EE | $1,198 | $1,755-31.7% | $2,619-54.2% | $2,565-53.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $230 | $4,644-95.1% | $6,877-96.7% | $6,261-96.3% |