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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,529 | $84,236+32.4% | $170,435-34.6% | $70,126+59.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.35% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,941 | $3,387-13.2% | $5,432-45.9% | $2,343+25.5% |
| Participant deferral / active EE | $7,667 | $3,086+148.4% | $4,939+55.2% | $3,332+130.1% |
| Admin fee / account holder | $216 | $5,698-96.2% | $13,881-98.4% | $4,645-95.4% |