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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,351 | $97,125+54.8% | $86,233+74.4% | $137,256+9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,182 | $2,841-23.2% | $2,504-12.9% | $4,156-47.5% |
| Participant deferral / active EE | $9,458 | $5,180+82.6% | $4,559+107.5% | $6,407+47.6% |
| Admin fee / account holder | $200 | $9,725-97.9% | $8,342-97.6% | $12,270-98.4% |