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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,509 | $95,415+115.4% | $185,851+10.6% | $85,851+139.4% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 15.68% | 23.59%-7.9pp | 122.11%-106.4pp | 318.63%-303.0pp |
| Employer contribution / active EE | $2,026 | $3,314-38.9% | $5,168-60.8% | $2,565-21.0% |
| Participant deferral / active EE | $10,702 | $3,424+212.6% | $5,569+92.2% | $3,952+170.8% |
| Admin fee / account holder | $157 | $7,215-97.8% | $16,245-99.0% | $6,261-97.5% |