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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,187 | $53,777+238.8% | $134,155+35.8% | $79,858+128.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.61% | 19.01%-4.4pp | 36.34%-21.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $405 | $1,321-69.3% | $3,705-89.1% | $2,471-83.6% |
| Participant deferral / active EE | $13,286 | $2,420+449.0% | $3,500+279.7% | $3,740+255.2% |
| Admin fee / account holder | $59 | $3,984-98.5% | $6,685-99.1% | $5,306-98.9% |