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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,697 | $102,938+51.3% | $94,105+65.5% | $138,895+12.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 19.87% | 250.28%-230.4pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,656 | $2,732-39.4% | $2,504-33.9% | $4,194-60.5% |
| Participant deferral / active EE | $34,750 | $4,196+728.1% | $3,881+795.4% | $6,396+443.3% |
| Admin fee / account holder | $13 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |