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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,898 | $106,280+105.0% | $96,538+125.7% | $139,487+56.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.20% | 38.48%-22.3pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $5,326 | $4,107+29.7% | $3,740+42.4% | $4,755+12.0% |
| Participant deferral / active EE | $15,032 | $5,457+175.5% | $4,880+208.0% | $6,713+123.9% |
| Admin fee / account holder | $165 | $7,888-97.9% | $6,737-97.6% | $11,407-98.6% |