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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,804 | $211,224-41.9% | $178,505-31.2% | $145,897-15.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.12% | 30.28%-14.2pp | 27.16%-11.0pp | 552.29%-536.2pp |
| Employer contribution / active EE | $7,450 | $4,577+62.8% | $3,955+88.4% | $4,663+59.8% |
| Participant deferral / active EE | $22,992 | $6,966+230.1% | $6,280+266.1% | $6,689+243.7% |
| Admin fee / account holder | $80 | $12,109-99.3% | $10,428-99.2% | $13,390-99.4% |