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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,476 | $115,903+65.2% | $100,528+90.5% | $158,966+20.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.65% | 34.80%-27.1pp | 30.90%-23.2pp | 302.95%-295.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,183 | $6,677+7.6% | $6,271+14.5% | $5,983+20.0% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |