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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,662 | $117,829+71.1% | $102,423+96.9% | $145,877+38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 31.83%-18.3pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,573 | $3,615-56.5% | $3,023-48.0% | $4,663-66.3% |
| Participant deferral / active EE | $2,801 | $5,732-51.1% | $5,054-44.6% | $6,691-58.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |