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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,555 | $124,980+70.9% | $108,359+97.1% | $154,746+38.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.01% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,178 | $2,851-23.6% | $2,399-9.2% | $4,379-50.3% |
| Participant deferral / active EE | $2,178 | $4,743-54.1% | $4,137-47.3% | $6,730-67.6% |
| Admin fee / account holder | $15 | $11,502-99.9% | $9,741-99.8% | $14,365-99.9% |