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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,293 | $117,829+41.1% | $102,423+62.4% | $145,877+14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,400 | $3,615-33.6% | $3,023-20.6% | $4,663-48.5% |
| Participant deferral / active EE | $10,400 | $5,732+81.4% | $5,054+105.8% | $6,691+55.4% |
| Admin fee / account holder | $90 | $13,335-99.3% | $9,455-99.0% | $13,402-99.3% |