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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,776 | $117,895+89.0% | $102,460+117.4% | $145,897+52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.90% | 31.92%-6.0pp | 29.47%-3.6pp | 552.29%-526.4pp |
| Employer contribution / active EE | $1,368 | $3,619-62.2% | $3,025-54.8% | $4,663-70.7% |
| Participant deferral / active EE | $4,598 | $5,736-19.9% | $5,056-9.1% | $6,689-31.3% |
| Admin fee / account holder | $156 | $13,353-98.8% | $9,460-98.4% | $13,390-98.8% |