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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,129 | $136,860+77.6% | $120,344+102.0% | $154,746+57.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.64% | 21.38%-1.7pp | 20.30%-0.7pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,185 | $3,533-9.9% | $3,020+5.4% | $4,379-27.3% |
| Participant deferral / active EE | $20,958 | $5,793+261.8% | $5,135+308.2% | $6,730+211.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |