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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,646 | $95,415+73.6% | $185,851-10.9% | $85,851+92.9% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 15.34% | 23.59%-8.2pp | 122.11%-106.8pp | 318.63%-303.3pp |
| Employer contribution / active EE | $2,489 | $3,314-24.9% | $5,168-51.8% | $2,565-3.0% |
| Participant deferral / active EE | $4,283 | $3,424+25.1% | $5,569-23.1% | $3,952+8.4% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |