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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,999 | $90,486+123.2% | $78,676+156.7% | $273,972-26.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $21,379 | $3,175+573.4% | $2,850+650.1% | $4,869+339.1% |
| Participant deferral / active EE | $4,612 | $3,901+18.2% | $3,517+31.1% | $5,287-12.8% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |