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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,375 | $95,975+89.0% | $74,552+143.3% | $135,382+34.0% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | 12.54% | 56.96%-44.4pp | 32.53%-20.0pp | 519.77%-507.2pp |
| Employer contribution / active EE | $5,000 | $2,716+84.1% | $1,961+155.0% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $131 | $6,522-98.0% | $5,060-97.4% | $10,829-98.8% |