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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,282 | $93,346+115.6% | $71,796+180.4% | $273,972-26.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.78% | 130.39%-122.6pp | 78.04%-70.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,334 | $2,733-14.6% | $1,924+21.3% | $4,869-52.1% |
| Participant deferral / active EE | $900 | $3,475-74.1% | $2,794-67.8% | $5,287-83.0% |
| Admin fee / account holder | $118 | $6,571-98.2% | $4,815-97.6% | $10,133-98.8% |