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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,711 | $176,786+20.9% | $146,643+45.7% | $167,536+27.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.40% | 24.04%+5.4pp | 22.75%+6.7pp | 478.82%-449.4pp |
| Employer contribution / active EE | $2,123 | $5,161-58.9% | $4,137-48.7% | $4,839-56.1% |
| Participant deferral / active EE | $6,353 | $6,440-1.4% | $5,506+15.4% | $6,342+0.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |