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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,559 | $90,486+97.3% | $78,676+127.0% | $273,972-34.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,554 | $3,175-19.5% | $2,850-10.4% | $4,869-47.5% |
| Participant deferral / active EE | $4,446 | $3,901+14.0% | $3,517+26.4% | $5,287-15.9% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-99.9% | $10,133-100.0% |