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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,259 | $136,860+65.3% | $120,344+88.0% | $154,746+46.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.75% | 21.38%-10.6pp | 20.30%-9.5pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,322 | $3,533-62.6% | $3,020-56.2% | $4,379-69.8% |
| Participant deferral / active EE | $4,319 | $5,793-25.4% | $5,135-15.9% | $6,730-35.8% |
| Admin fee / account holder | $9 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |