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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,044 | $84,233+136.3% | $170,436+16.8% | $70,131+183.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.87% | 23.06%-1.2pp | 205.94%-184.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,591 | $3,387-53.0% | $5,433-70.7% | $2,342-32.1% |
| Participant deferral / active EE | $4,541 | $3,086+47.2% | $4,939-8.1% | $3,332+36.3% |
| Admin fee / account holder | $52 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |