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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,122 | $102,609+96.0% | $98,090+105.0% | $138,895+44.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.18% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $3,478 | $3,867-10.1% | $3,606-3.6% | $4,194-17.1% |
| Participant deferral / active EE | $16,467 | $8,167+101.6% | $7,845+109.9% | $6,396+157.4% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |