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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,011 | $83,337+131.6% | $67,834+184.5% | $273,972-29.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.60% | 259.45%-250.8pp | 138.47%-129.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,682 | $3,287-48.8% | $2,403-30.0% | $4,869-65.5% |
| Participant deferral / active EE | $8,066 | $4,088+97.3% | $3,160+155.3% | $5,287+52.6% |
| Admin fee / account holder | $16 | $6,752-99.8% | $4,622-99.6% | $10,133-99.8% |