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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,446 | $97,289+82.4% | $92,805+91.2% | $155,188+14.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.47% | 29.03%-10.6pp | 31.59%-13.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $6,577 | $3,632+81.1% | $3,424+92.1% | $4,248+54.8% |
| Participant deferral / active EE | $14,538 | $8,795+65.3% | $8,448+72.1% | $6,531+122.6% |
| Admin fee / account holder | $201 | $12,015-98.3% | $10,911-98.2% | $14,480-98.6% |