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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,293 | $117,895+41.1% | $102,460+62.3% | $145,897+14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.92%-20.0pp | 29.47%-17.5pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,400 | $3,619-33.7% | $3,025-20.7% | $4,663-48.5% |
| Participant deferral / active EE | $10,400 | $5,736+81.3% | $5,056+105.7% | $6,689+55.5% |
| Admin fee / account holder | $90 | $13,353-99.3% | $9,460-99.0% | $13,390-99.3% |