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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,122 | $107,666+86.8% | $102,184+96.8% | $154,746+30.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.18% | 29.33%-10.1pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,478 | $3,846-9.6% | $3,594-3.2% | $4,379-20.6% |
| Participant deferral / active EE | $16,467 | $8,719+88.9% | $8,309+98.2% | $6,730+144.7% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |