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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,723 | $105,929+101.8% | $81,716+161.5% | $158,966+34.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 5.56% | 38.19%-32.6pp | 29.49%-23.9pp | 302.95%-297.4pp |
| Employer contribution / active EE | $2,082 | $7,802-73.3% | $4,310-51.7% | $4,762-56.3% |
| Participant deferral / active EE | $7,575 | $13,007-41.8% | $7,108+6.6% | $5,983+26.6% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |