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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,235 | $87,166+26.5% | $76,735+43.7% | $137,256-19.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.47% | 26.50%-8.0pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,481 | $2,904-14.6% | $2,454+1.1% | $4,156-40.3% |
| Participant deferral / active EE | $22,744 | $4,726+381.2% | $4,088+456.4% | $6,407+255.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |