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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,687 | $69,977+238.2% | $108,582+118.0% | $62,881+276.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.76% | 10.73%-2.0pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,715 | $2,135+167.7% | $3,758+52.1% | $2,281+150.5% |
| Participant deferral / active EE | $11,716 | $3,165+270.2% | $4,311+171.8% | $3,203+265.8% |
| Admin fee / account holder | $140 | $5,076-97.2% | $7,645-98.2% | $4,296-96.7% |