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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,139 | $58,275+198.8% | $81,844+112.8% | $80,935+115.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.78% | 41.82%-26.0pp | 778.87%-763.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $8,583 | $2,346+265.9% | $2,916+194.3% | $2,757+211.4% |
| Participant deferral / active EE | $5,062 | $3,285+54.1% | $4,323+17.1% | $4,299+17.7% |
| Admin fee / account holder | $33 | $4,749-99.3% | $7,355-99.6% | $6,924-99.5% |