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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,985 | $110,286+99.5% | $96,569+127.8% | $139,427+57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.50% | 26.39%-10.9pp | 25.87%-10.4pp | 373.27%-357.8pp |
| Employer contribution / active EE | $1,733 | $3,619-52.1% | $2,965-41.5% | $4,752-63.5% |
| Participant deferral / active EE | $2,167 | $5,546-60.9% | $4,851-55.3% | $6,711-67.7% |
| Admin fee / account holder | $235 | $11,592-98.0% | $8,251-97.2% | $11,404-97.9% |