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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,624 | $118,875+40.2% | $96,572+72.5% | $167,553-0.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.63% | 50.50%-37.9pp | 37.79%-25.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $1,500 | $3,121-51.9% | $2,357-36.4% | $4,840-69.0% |
| Participant deferral / active EE | $1,500 | $4,617-67.5% | $3,850-61.0% | $6,343-76.4% |
| Admin fee / account holder | $70 | $8,070-99.1% | $6,183-98.9% | $12,316-99.4% |