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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,843 | $115,225+98.6% | $100,712+127.2% | $138,895+64.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.17% | 40.35%-21.2pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,547 | $2,771-8.1% | $2,313+10.1% | $4,194-39.3% |
| Participant deferral / active EE | $15,822 | $4,699+236.7% | $4,085+287.3% | $6,396+147.4% |
| Admin fee / account holder | $203 | $10,844-98.1% | $9,256-97.8% | $12,562-98.4% |