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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,003 | $103,392+42.2% | $87,104+68.8% | $152,897-3.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.18% | 28.10%-8.9pp | 28.19%-9.0pp | 345.43%-326.3pp |
| Employer contribution / active EE | $4,535 | $3,221+40.8% | $2,521+79.9% | $4,764-4.8% |
| Participant deferral / active EE | $7,559 | $4,778+58.2% | $4,048+86.7% | $5,851+29.2% |
| Admin fee / account holder | $195 | $12,194-98.4% | $7,491-97.4% | $11,599-98.3% |