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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,522 | $108,882+37.3% | $96,754+54.5% | $154,746-3.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.57% | 98.39%-79.8pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,579 | $3,018-14.5% | $2,679-3.7% | $4,379-41.1% |
| Participant deferral / active EE | $17,699 | $5,323+232.5% | $4,758+272.0% | $6,730+163.0% |
| Admin fee / account holder | $6 | $10,200-99.9% | $8,905-99.9% | $14,365-100.0% |