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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,338 | $105,929+129.7% | $81,716+197.8% | $158,966+53.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.24% | 38.19%-14.9pp | 29.49%-6.3pp | 302.95%-279.7pp |
| Employer contribution / active EE | $3,900 | $7,802-50.0% | $4,310-9.5% | $4,762-18.1% |
| Participant deferral / active EE | $26,000 | $13,007+99.9% | $7,108+265.8% | $5,983+334.6% |
| Admin fee / account holder | $20 | $8,492-99.8% | $5,159-99.6% | $11,250-99.8% |