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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,978 | $100,073+64.9% | $85,126+93.8% | $145,877+13.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,991 | $3,236-38.5% | $2,731-27.1% | $4,663-57.3% |
| Participant deferral / active EE | $10,342 | $5,294+95.3% | $4,523+128.6% | $6,691+54.6% |
| Admin fee / account holder | $44 | $7,261-99.4% | $6,160-99.3% | $13,402-99.7% |