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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,218 | $162,821+38.3% | $133,978+68.1% | $158,982+41.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.18% | 41.95%-29.8pp | 45.10%-32.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,929 | $4,976-61.2% | $3,919-50.8% | $4,763-59.5% |
| Participant deferral / active EE | $3,735 | $5,910-36.8% | $5,047-26.0% | $5,983-37.6% |
| Admin fee / account holder | $8 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |