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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,407 | $96,558+72.3% | $80,977+105.5% | $273,972-39.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.68% | 15.14%-10.5pp | 17.11%-12.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,783 | $4,869-22.3% | $3,715+1.9% | $4,869-22.3% |
| Participant deferral / active EE | $14,346 | $6,598+117.4% | $5,696+151.9% | $5,287+171.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |