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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,282 | $166,268-3.0% | $165,100-2.3% | $145,897+10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.45% | 100.52%-74.1pp | 70.21%-43.8pp | 552.29%-525.8pp |
| Employer contribution / active EE | $2,250 | $5,284-57.4% | $4,348-48.3% | $4,663-51.7% |
| Participant deferral / active EE | $23,000 | $6,964+230.3% | $6,035+281.1% | $6,689+243.8% |
| Admin fee / account holder | $60 | $16,659-99.6% | $12,696-99.5% | $13,390-99.6% |