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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,364 | $103,392+57.0% | $87,104+86.4% | $152,897+6.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.06% | 28.10%-11.0pp | 28.19%-11.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,265 | $3,221-60.7% | $2,521-49.8% | $4,764-73.4% |
| Participant deferral / active EE | $16,761 | $4,778+250.8% | $4,048+314.0% | $5,851+186.5% |
| Admin fee / account holder | $285 | $12,194-97.7% | $7,491-96.2% | $11,599-97.5% |