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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,888 | $101,063+58.2% | $81,473+96.2% | $147,586+8.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.82% | 32.41%-16.6pp | 38.78%-23.0pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,205 | $3,206+62.4% | $2,568+102.7% | $4,876+6.7% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $105 | $5,812-98.2% | $4,561-97.7% | $10,886-99.0% |