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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,729 | $110,337+76.5% | $102,383+90.2% | $145,877+33.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.85% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,013 | $4,216-28.5% | $3,870-22.2% | $4,663-35.4% |
| Participant deferral / active EE | $15,406 | $5,621+174.1% | $5,060+204.5% | $6,691+130.3% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |