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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,783 | $110,248+64.9% | $95,728+89.9% | $139,456+30.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.14% | 27.16%-8.0pp | 28.40%-9.3pp | 373.45%-354.3pp |
| Employer contribution / active EE | $9,531 | $3,258+192.5% | $2,835+236.2% | $4,753+100.5% |
| Participant deferral / active EE | $14,896 | $4,675+218.6% | $4,245+250.9% | $6,711+121.9% |
| Admin fee / account holder | $172 | $6,607-97.4% | $5,673-97.0% | $11,407-98.5% |