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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,117 | $124,425+42.3% | $112,040+58.1% | $137,256+29.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.57% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $12,574 | $3,411+268.6% | $2,954+325.7% | $4,156+202.5% |
| Participant deferral / active EE | $5,803 | $5,718+1.5% | $5,098+13.8% | $6,407-9.4% |
| Admin fee / account holder | $8 | $15,207-100.0% | $12,098-99.9% | $12,270-99.9% |