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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,590 | $147,556+35.3% | $129,031+54.7% | $198,609+0.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.03% | 37.41%-19.4pp | 34.67%-16.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $17,098 | $3,645+369.1% | $3,226+430.0% | $5,055+238.2% |
| Participant deferral / active EE | $13,324 | $5,760+131.3% | $5,217+155.4% | $6,977+91.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |