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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,162 | $79,181+22.7% | $102,423-5.1% | $74,429+30.5% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.90% | 54.97%-39.1pp | 29.42%-13.5pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,325 | $2,362-43.9% | $3,023-56.2% | $2,625-49.5% |
| Participant deferral / active EE | $4,302 | $4,416-2.6% | $5,054-14.9% | $4,348-1.1% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |