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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,999 | $90,509+123.2% | $78,693+156.7% | $273,968-26.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | 75.61%-68.6pp | 62.18%-55.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $21,379 | $3,175+573.3% | $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 | $5,264-98.7% | $4,511-98.5% | $10,132-99.3% |