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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,749 | $78,690+197.1% | $161,489+44.7% | $87,485+167.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.71% | 32.74%-18.0pp | 89.72%-75.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,885 | $2,588+11.5% | $4,268-32.4% | $2,596+11.1% |
| Participant deferral / active EE | $7,935 | $3,311+139.7% | $5,630+40.9% | $4,274+85.7% |
| Admin fee / account holder | $31 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |