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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,146 | $98,240+137.3% | $82,312+183.2% | $147,586+58.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.21% | 30.85%-12.6pp | 25.88%-7.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,522 | $3,192-21.0% | $2,428+3.8% | $4,876-48.3% |
| Participant deferral / active EE | $4,242 | $4,383-3.2% | $3,706+14.5% | $5,439-22.0% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-99.9% | $10,886-100.0% |