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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,496 | $108,882-2.2% | $96,754+10.1% | $154,746-31.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 23.30% | 98.39%-75.1pp | 82.04%-58.7pp | 172.34%-149.0pp |
| Employer contribution / active EE | $900 | $3,018-70.2% | $2,679-66.4% | $4,379-79.4% |
| Participant deferral / active EE | $16,250 | $5,323+205.3% | $4,758+241.5% | $6,730+141.4% |
| Admin fee / account holder | $260 | $10,200-97.5% | $8,905-97.1% | $14,365-98.2% |