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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,847 | $124,351+42.2% | $109,188+62.0% | $167,553+5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.35% | 26.04%-12.7pp | 25.76%-12.4pp | 478.89%-465.5pp |
| Employer contribution / active EE | $1,694 | $4,210-59.7% | $3,723-54.5% | $4,840-65.0% |
| Participant deferral / active EE | $4,179 | $5,257-20.5% | $4,654-10.2% | $6,343-34.1% |
| Admin fee / account holder | $98 | $7,975-98.8% | $6,755-98.5% | $12,316-99.2% |