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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,071 | $102,245+80.0% | $89,340+106.0% | $137,256+34.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.48% | 21.89%-9.4pp | 20.57%-8.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,673 | $2,529+5.7% | $2,231+19.8% | $4,156-35.7% |
| Participant deferral / active EE | $4,826 | $4,436+8.8% | $3,823+26.2% | $6,407-24.7% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |