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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,555 | $112,729+89.4% | $98,716+116.3% | $137,256+55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.01% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,178 | $2,725-20.1% | $2,279-4.4% | $4,156-47.6% |
| Participant deferral / active EE | $2,178 | $4,640-53.1% | $4,048-46.2% | $6,407-66.0% |
| Admin fee / account holder | $15 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |