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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,110 | $124,351+18.3% | $109,188+34.7% | $167,553-12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.18% | 26.04%-10.9pp | 25.76%-10.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $2,045 | $4,210-51.4% | $3,723-45.1% | $4,840-57.8% |
| Participant deferral / active EE | $16,000 | $5,257+204.4% | $4,654+243.8% | $6,343+152.3% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |