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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,662 | $117,895+71.1% | $102,460+96.8% | $145,897+38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,573 | $3,619-56.5% | $3,025-48.0% | $4,663-66.3% |
| Participant deferral / active EE | $2,801 | $5,736-51.2% | $5,056-44.6% | $6,689-58.1% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |