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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,417 | $103,387+61.9% | $87,102+92.2% | $152,885+9.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.94% | 28.10%-11.2pp | 28.19%-11.2pp | 345.39%-328.4pp |
| Employer contribution / active EE | $2,163 | $3,221-32.8% | $2,521-14.2% | $4,763-54.6% |
| Participant deferral / active EE | $1,719 | $4,778-64.0% | $4,048-57.5% | $5,851-70.6% |
| Admin fee / account holder | $81 | $12,193-99.3% | $7,491-98.9% | $11,598-99.3% |