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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,417 | $90,486+160.2% | $78,676+199.2% | $273,972-14.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.15% | 75.62%-66.5pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $13,404 | $3,175+322.2% | $2,850+370.3% | $4,869+175.3% |
| Participant deferral / active EE | $6,676 | $3,901+71.1% | $3,517+89.8% | $5,287+26.3% |
| Admin fee / account holder | $68 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |