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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,656 | $69,252+45.3% | $64,099+57.0% | $139,456-27.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.36% | 45.89%-28.5pp | 33.70%-16.3pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,625 | $3,184-49.0% | $2,748-40.9% | $4,753-65.8% |
| Participant deferral / active EE | $7,875 | $4,683+68.2% | $3,881+102.9% | $6,711+17.3% |
| Admin fee / account holder | $292 | $4,248-93.1% | $3,070-90.5% | $11,407-97.4% |