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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,087 | $100,060+123.0% | $149,721+49.0% | $70,126+218.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.26% | 27.46%-11.2pp | 1501.67%-1485.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,892 | $3,661-21.0% | $5,444-46.9% | $2,343+23.5% |
| Participant deferral / active EE | $5,519 | $4,982+10.8% | $6,568-16.0% | $3,332+65.6% |
| Admin fee / account holder | $131 | $8,285-98.4% | $11,282-98.8% | $4,645-97.2% |