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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,351 | $108,882+38.1% | $96,754+55.4% | $154,746-2.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.12% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,182 | $3,018-27.7% | $2,679-18.6% | $4,379-50.2% |
| Participant deferral / active EE | $9,458 | $5,323+77.7% | $4,758+98.8% | $6,730+40.5% |
| Admin fee / account holder | $200 | $10,200-98.0% | $8,905-97.8% | $14,365-98.6% |