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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,755 | $115,225+105.5% | $100,712+135.1% | $138,895+70.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.11% | 40.35%-19.2pp | 33.27%-12.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $13,974 | $2,771+404.3% | $2,313+504.2% | $4,194+233.2% |
| Participant deferral / active EE | $3,666 | $4,699-22.0% | $4,085-10.3% | $6,396-42.7% |
| Admin fee / account holder | $192 | $10,844-98.2% | $9,256-97.9% | $12,562-98.5% |