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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,622 | $166,268-9.4% | $165,100-8.8% | $145,897+3.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.94% | 100.52%-82.6pp | 70.21%-52.3pp | 552.29%-534.3pp |
| Employer contribution / active EE | $3,691 | $5,284-30.1% | $4,348-15.1% | $4,663-20.8% |
| Participant deferral / active EE | $22,450 | $6,964+222.4% | $6,035+272.0% | $6,689+235.6% |
| Admin fee / account holder | $233 | $16,659-98.6% | $12,696-98.2% | $13,390-98.3% |