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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,297 | $211,288+3.8% | $178,540+22.8% | $145,884+50.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.02% | 30.27%-22.3pp | 27.15%-19.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,918 | $4,574-58.1% | $3,953-51.5% | $4,662-58.9% |
| Participant deferral / active EE | $14,842 | $6,967+113.0% | $6,281+136.3% | $6,690+121.9% |
| Admin fee / account holder | $76 | $12,105-99.4% | $10,424-99.3% | $13,392-99.4% |