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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,776 | $117,904+88.9% | $102,457+117.4% | $145,978+52.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.90% | 31.80%-5.9pp | 29.41%-3.5pp | 550.52%-524.6pp |
| Employer contribution / active EE | $1,368 | $3,613-62.1% | $3,022-54.7% | $4,662-70.7% |
| Participant deferral / active EE | $4,598 | $5,733-19.8% | $5,054-9.0% | $6,690-31.3% |
| Admin fee / account holder | $156 | $13,329-98.8% | $9,451-98.3% | $13,400-98.8% |