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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,031 | $77,416+193.3% | $69,464+226.8% | $152,897+48.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.41% | 39.08%-31.7pp | 28.98%-21.6pp | 345.43%-338.0pp |
| Employer contribution / active EE | $1,889 | $3,315-43.0% | $2,779-32.0% | $4,764-60.4% |
| Participant deferral / active EE | $8,326 | $4,413+88.7% | $3,536+135.5% | $5,851+42.3% |
| Admin fee / account holder | $18 | $6,208-99.7% | $3,840-99.5% | $11,599-99.8% |