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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,928 | $103,392+49.8% | $87,104+77.9% | $152,897+1.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 18.47% | 28.10%-9.6pp | 28.19%-9.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,063 | $3,221-67.0% | $2,521-57.9% | $4,764-77.7% |
| Participant deferral / active EE | $6,572 | $4,778+37.5% | $4,048+62.3% | $5,851+12.3% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |