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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,544 | $100,262+104.0% | $81,370+151.4% | $145,897+40.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 34.52%-23.3pp | 24.85%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,887 | $2,979-3.1% | $2,464+17.2% | $4,663-38.1% |
| Participant deferral / active EE | $4,586 | $4,612-0.6% | $3,885+18.0% | $6,689-31.4% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |