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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,583 | $111,814+98.2% | $103,374+114.3% | $145,959+51.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.92% | 24.77%-8.9pp | 24.89%-9.0pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,172 | $4,214-1.0% | $3,869+7.8% | $4,661-10.5% |
| Participant deferral / active EE | $14,546 | $5,618+158.9% | $5,058+187.6% | $6,689+117.5% |
| Admin fee / account holder | $50 | $9,754-99.5% | $8,394-99.4% | $13,398-99.6% |