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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,021 | $115,917+79.5% | $100,535+106.9% | $158,982+30.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.46% | 34.80%-20.3pp | 30.90%-16.4pp | 302.99%-288.5pp |
| Employer contribution / active EE | $3,259 | $4,105-20.6% | $3,419-4.7% | $4,763-31.6% |
| Participant deferral / active EE | $14,668 | $6,677+119.7% | $6,271+133.9% | $5,983+145.1% |
| Admin fee / account holder | -$420 | $11,002-103.8% | $8,085-105.2% | $11,252-103.7% |