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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,935 | $99,345+118.4% | $84,753+156.0% | $273,972-20.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.82% | 22.93%-8.1pp | 22.78%-8.0pp | 41.46%-26.6pp |
| Employer contribution / active EE | $11,368 | $4,214+169.8% | $3,574+218.0% | $4,869+133.5% |
| Participant deferral / active EE | $4,176 | $4,270-2.2% | $3,712+12.5% | $5,287-21.0% |
| Admin fee / account holder | -$6 | $6,645-100.1% | $5,333-100.1% | $10,133-100.1% |