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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,841 | $111,814+82.3% | $103,378+97.2% | $145,978+39.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.59% | 24.80%-15.2pp | 24.91%-15.3pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,884 | $4,215-31.6% | $3,870-25.5% | $4,662-38.1% |
| Participant deferral / active EE | $16,273 | $5,618+189.7% | $5,058+221.7% | $6,690+143.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |