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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,355 | $91,037+61.9% | $71,671+105.6% | $147,586-0.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.86% | 20.48%-7.6pp | 20.65%-7.8pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,561 | $3,327-53.1% | $2,460-36.5% | $4,876-68.0% |
| Participant deferral / active EE | $2,826 | $4,498-37.2% | $3,438-17.8% | $5,439-48.0% |
| Admin fee / account holder | $19 | $8,613-99.8% | $5,558-99.7% | $10,886-99.8% |