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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,978 | $99,995+65.0% | $85,063+93.9% | $145,978+13.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 83.99%-72.0pp | 66.54%-54.5pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,991 | $3,231-38.4% | $2,727-27.0% | $4,662-57.3% |
| Participant deferral / active EE | $10,342 | $5,295+95.3% | $4,523+128.7% | $6,690+54.6% |
| Admin fee / account holder | $44 | $7,255-99.4% | $6,155-99.3% | $13,400-99.7% |