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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,536 | $115,903+70.4% | $100,528+96.5% | $158,966+24.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.68% | 34.80%-14.1pp | 30.90%-10.2pp | 302.95%-282.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $23,950 | $6,677+258.7% | $6,271+281.9% | $5,983+300.3% |
| Admin fee / account holder | $30 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |