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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,763 | $99,921+86.9% | $85,009+119.7% | $145,959+28.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 83.89%-67.4pp | 66.47%-50.0pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,772 | $3,233-45.2% | $2,728-35.1% | $4,661-62.0% |
| Participant deferral / active EE | $8,842 | $5,293+67.1% | $4,522+95.6% | $6,689+32.2% |
| Admin fee / account holder | $20 | $7,252-99.7% | $6,153-99.7% | $13,398-99.9% |