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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,161 | $106,247+62.0% | $147,096+17.0% | $77,714+121.5% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.6pp | 70.6%+29.2pp |
| Annual return | 17.47% | 56.87%-39.4pp | 419.75%-402.3pp | 31.26%-13.8pp |
| Employer contribution / active EE | $2,301 | $4,069-43.5% | $4,936-53.4% | $2,727-15.6% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $15 | $338-95.5% | $13,005-99.9% | $433-96.5% |