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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,008 | $104,709+67.1% | $85,705+104.2% | $167,553+4.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.55% | 21.45%-1.9pp | 21.49%-1.9pp | 478.89%-459.3pp |
| Employer contribution / active EE | $2,036 | $3,338-39.0% | $2,619-22.3% | $4,840-57.9% |
| Participant deferral / active EE | $3,061 | $4,827-36.6% | $3,924-22.0% | $6,343-51.7% |
| Admin fee / account holder | $6 | $10,036-99.9% | $6,877-99.9% | $12,316-99.9% |