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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,459 | $104,650+93.5% | $83,854+141.4% | $155,188+30.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 19.85% | 28.97%-9.1pp | 31.39%-11.5pp | 148.84%-129.0pp |
| Employer contribution / active EE | $3,837 | $1,196+220.7% | $1,017+277.2% | $4,248-9.7% |
| Participant deferral / active EE | $17,487 | $2,367+638.7% | $2,035+759.2% | $6,531+167.7% |
| Admin fee / account holder | $222 | $3,518-93.7% | $3,197-93.0% | $14,480-98.5% |