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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,685 | $107,733+97.4% | $92,985+128.7% | $154,746+37.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.56% | 30.39%-20.8pp | 27.99%-18.4pp | 172.34%-162.8pp |
| Employer contribution / active EE | $5,357 | $3,126+71.3% | $2,662+101.2% | $4,379+22.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |