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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,966 | $124,425+72.8% | $112,040+91.9% | $137,256+56.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.76% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $8,860 | $3,411+159.7% | $2,954+199.9% | $4,156+113.2% |
| Participant deferral / active EE | $4,769 | $5,718-16.6% | $5,098-6.4% | $6,407-25.6% |
| Admin fee / account holder | $67 | $15,207-99.6% | $12,098-99.4% | $12,270-99.5% |