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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,220 | $108,897+100.4% | $100,378+117.4% | $145,877+49.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 21.54% | 58.17%-36.6pp | 49.41%-27.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $3,543 | $4,420-19.9% | $3,942-10.1% | $4,663-24.0% |
| Participant deferral / active EE | $6,409 | $8,455-24.2% | $8,087-20.7% | $6,691-4.2% |
| Admin fee / account holder | $8 | $9,690-99.9% | $7,899-99.9% | $13,402-99.9% |