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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,449 | $124,351+61.2% | $109,188+83.6% | $167,553+19.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.44% | 26.04%-11.6pp | 25.76%-11.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4,461 | $4,210+6.0% | $3,723+19.8% | $4,840-7.8% |
| Participant deferral / active EE | $2,050 | $5,257-61.0% | $4,654-56.0% | $6,343-67.7% |
| Admin fee / account holder | $4 | $7,975-100.0% | $6,755-99.9% | $12,316-100.0% |