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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,230 | $275,752-44.8% | $256,809-40.7% | $198,609-23.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 23.32% | 34.81%-11.5pp | 32.73%-9.4pp | 202.70%-179.4pp |
| Employer contribution / active EE | $2,213 | $7,721-71.3% | $7,263-69.5% | $5,055-56.2% |
| Participant deferral / active EE | $13,702 | $10,037+36.5% | $9,520+43.9% | $6,977+96.4% |
| Admin fee / account holder | $156 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |