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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,909 | $106,280+114.4% | $96,538+136.1% | $139,487+63.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.51% | 38.48%-26.0pp | 35.74%-23.2pp | 373.84%-361.3pp |
| Employer contribution / active EE | $2,000 | $4,107-51.3% | $3,740-46.5% | $4,755-57.9% |
| Participant deferral / active EE | $2,360 | $5,457-56.8% | $4,880-51.6% | $6,713-64.8% |
| Admin fee / account holder | $158 | $7,888-98.0% | $6,737-97.7% | $11,407-98.6% |