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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,006 | $110,337+96.7% | $102,383+112.0% | $145,877+48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.92% | 24.83%-3.9pp | 24.94%-4.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $3,571 | $4,216-15.3% | $3,870-7.7% | $4,663-23.4% |
| Participant deferral / active EE | $9,133 | $5,621+62.5% | $5,060+80.5% | $6,691+36.5% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |