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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,666 | $106,280+102.0% | $96,538+122.4% | $139,487+53.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 38.48%-18.3pp | 35.74%-15.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $9,009 | $4,107+119.3% | $3,740+140.9% | $4,755+89.5% |
| Participant deferral / active EE | $10,203 | $5,457+87.0% | $4,880+109.1% | $6,713+52.0% |
| Admin fee / account holder | $289 | $7,888-96.3% | $6,737-95.7% | $11,407-97.5% |