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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,129 | $124,425+95.4% | $112,040+117.0% | $137,256+77.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.64% | 24.72%-5.1pp | 24.52%-4.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,185 | $3,411-6.6% | $2,954+7.8% | $4,156-23.4% |
| Participant deferral / active EE | $20,958 | $5,718+266.5% | $5,098+311.1% | $6,407+227.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |