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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,400 | $72,486+175.1% | $87,103+128.9% | $72,976+173.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.69% | 24.46%-2.8pp | 28.19%-6.5pp | 81.02%-59.3pp |
| Employer contribution / active EE | $6,247 | $1,894+229.9% | $2,521+147.8% | $2,440+156.0% |
| Participant deferral / active EE | $2,311 | $3,270-29.3% | $4,049-42.9% | $3,608-35.9% |
| Admin fee / account holder | $206 | $5,055-95.9% | $7,491-97.3% | $5,124-96.0% |