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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,575 | $154,145+28.2% | $130,014+52.0% | $139,427+41.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.64% | 32.49%-10.8pp | -137.22%+158.9pp | 373.27%-351.6pp |
| Employer contribution / active EE | $1,355 | $5,290-74.4% | $4,320-68.6% | $4,752-71.5% |
| Participant deferral / active EE | $18,625 | $6,711+177.5% | $5,821+220.0% | $6,711+177.5% |
| Admin fee / account holder | $51 | $14,009-99.6% | $10,616-99.5% | $11,404-99.6% |