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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,881 | $197,625-35.8% | $177,840-28.7% | $158,966-20.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.94% | 58.76%-32.8pp | 48.32%-22.4pp | 302.95%-277.0pp |
| Employer contribution / active EE | $3,498 | $6,698-47.8% | $5,919-40.9% | $4,762-26.5% |
| Participant deferral / active EE | $16,148 | $8,405+92.1% | $7,714+109.3% | $5,983+169.9% |
| Admin fee / account holder | $5 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |