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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,057 | $140,578+31.6% | $100,671+83.8% | $125,389+47.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.61% | 24.67%-23.1pp | 20.43%-18.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,401 | $5,965-59.8% | $4,012-40.2% | $4,866-50.7% |
| Participant deferral / active EE | $11,601 | $3,981+191.4% | $3,144+269.0% | $5,352+116.8% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |