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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,564 | $117,846+77.0% | $102,434+103.6% | $145,884+43.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,427 | $3,615+22.5% | $3,023+46.4% | $4,662-5.0% |
| Participant deferral / active EE | $8,451 | $5,733+47.4% | $5,055+67.2% | $6,690+26.3% |
| Admin fee / account holder | $29 | $13,356-99.8% | $9,462-99.7% | $13,392-99.8% |