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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,985 | $110,240+99.6% | $96,544+127.9% | $139,487+57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.50% | 26.41%-10.9pp | 25.88%-10.4pp | 373.84%-358.3pp |
| Employer contribution / active EE | $1,733 | $3,622-52.1% | $2,966-41.6% | $4,755-63.5% |
| Participant deferral / active EE | $2,167 | $5,549-61.0% | $4,851-55.3% | $6,713-67.7% |
| Admin fee / account holder | $235 | $11,602-98.0% | $8,254-97.2% | $11,407-97.9% |