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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,058 | $162,821+46.8% | $133,978+78.4% | $158,982+50.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.73% | 41.95%-25.2pp | 45.10%-28.4pp | 302.99%-286.3pp |
| Employer contribution / active EE | $4,416 | $4,976-11.3% | $3,919+12.7% | $4,763-7.3% |
| Participant deferral / active EE | $8,403 | $5,910+42.2% | $5,047+66.5% | $5,983+40.4% |
| Admin fee / account holder | $13 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |