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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,511 | $106,923+53.9% | $84,023+95.8% | $152,909+7.6% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 19.19% | 105.02%-85.8pp | 71.32%-52.1pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,243 | $2,735-54.6% | $1,984-37.3% | $4,764-73.9% |
| Participant deferral / active EE | $8,716 | $4,013+117.2% | $3,239+169.1% | $5,851+48.9% |
| Admin fee / account holder | $64 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |