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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,262 | $77,908+86.5% | $149,696-3.0% | $75,173+93.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.05% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $6,526 | $3,138+108.0% | $4,821+35.4% | $2,671+144.3% |
| Participant deferral / active EE | $5,786 | $3,411+69.6% | $5,682+1.8% | $4,126+40.2% |
| Admin fee / account holder | $65 | $5,950-98.9% | $13,212-99.5% | $5,651-98.8% |