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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,835 | $127,779+51.7% | $106,551+81.9% | $167,518+15.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 18.50% | 33.87%-15.4pp | 26.80%-8.3pp | 478.71%-460.2pp |
| Employer contribution / active EE | $9,184 | $3,427+168.0% | $2,819+225.8% | $4,838+89.8% |
| Participant deferral / active EE | $8,600 | $5,088+69.0% | $4,398+95.5% | $6,342+35.6% |
| Admin fee / account holder | $204 | $11,228-98.2% | $7,408-97.3% | $12,312-98.3% |