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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,822 | $123,898+61.3% | $116,538+71.5% | $155,188+28.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 8.83% | 16.04%-7.2pp | 17.97%-9.1pp | 148.84%-140.0pp |
| Employer contribution / active EE | $7,012 | $4,739+48.0% | $4,541+54.4% | $4,248+65.1% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $226 | $9,174-97.5% | $8,737-97.4% | $14,480-98.4% |