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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,324 | $83,337+75.6% | $67,834+115.7% | $273,972-46.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.82% | 259.45%-252.6pp | 138.47%-131.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,717 | $3,287+73.9% | $2,403+137.9% | $4,869+17.4% |
| Participant deferral / active EE | $2,400 | $4,088-41.3% | $3,160-24.0% | $5,287-54.6% |
| Admin fee / account holder | $76 | $6,752-98.9% | $4,622-98.3% | $10,133-99.2% |