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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,149 | $90,486+158.8% | $78,676+197.6% | $273,972-14.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.98% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $13,887 | $3,175+337.4% | $2,850+387.3% | $4,869+185.2% |
| Participant deferral / active EE | $12,146 | $3,901+211.3% | $3,517+245.4% | $5,287+129.7% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |