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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,812 | $115,903+76.7% | $100,528+103.7% | $158,966+28.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.66% | 34.80%-19.1pp | 30.90%-15.2pp | 302.95%-287.3pp |
| Employer contribution / active EE | $3,450 | $4,105-16.0% | $3,419+0.9% | $4,762-27.6% |
| Participant deferral / active EE | $8,755 | $6,677+31.1% | $6,271+39.6% | $5,983+46.3% |
| Admin fee / account holder | $14 | $11,000-99.9% | $8,084-99.8% | $11,250-99.9% |