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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,225 | $48,277+202.9% | $67,511+116.6% | $80,874+80.8% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.9pp |
| Annual return | 12.15% | 18.27%-6.1pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $6,329 | $2,021+213.1% | $2,733+131.6% | $2,756+129.7% |
| Participant deferral / active EE | $2,859 | $2,926-2.3% | $4,000-28.5% | $4,297-33.5% |
| Admin fee / account holder | $9 | $3,687-99.8% | $3,999-99.8% | $6,935-99.9% |