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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,266 | $93,346+66.3% | $71,796+116.3% | $273,972-43.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.69% | 130.39%-126.7pp | 78.04%-74.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,282 | $2,733-16.5% | $1,924+18.6% | $4,869-53.1% |
| Participant deferral / active EE | $7,793 | $3,475+124.3% | $2,794+178.9% | $5,287+47.4% |
| Admin fee / account holder | $183 | $6,571-97.2% | $4,815-96.2% | $10,133-98.2% |