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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,629 | $228,352-0.8% | $185,835+22.0% | $158,966+42.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.53% | 40.81%-20.3pp | 35.96%-15.4pp | 302.95%-282.4pp |
| Employer contribution / active EE | $3,999 | $4,967-19.5% | $4,087-2.2% | $4,762-16.0% |
| Participant deferral / active EE | $13,275 | $6,416+106.9% | $5,633+135.7% | $5,983+121.9% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |