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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,225 | $48,337+202.5% | $67,560+116.4% | $80,959+80.6% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.7%+30.9pp |
| Annual return | 12.15% | 18.26%-6.1pp | 3533.50%-3521.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $6,329 | $2,023+212.9% | $2,737+131.3% | $2,757+129.6% |
| Participant deferral / active EE | $2,859 | $2,928-2.4% | $4,004-28.6% | $4,300-33.5% |
| Admin fee / account holder | $9 | $3,695-99.8% | $3,994-99.8% | $6,925-99.9% |