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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,011 | $126,661+77.6% | $113,397+98.4% | $138,895+62.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.41% | 25.05%-10.6pp | 23.20%-8.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,121 | $3,456-38.6% | $2,977-28.8% | $4,194-49.4% |
| Participant deferral / active EE | $11,326 | $5,693+99.0% | $5,076+123.1% | $6,396+77.1% |
| Admin fee / account holder | $210 | $14,549-98.6% | $11,957-98.2% | $12,562-98.3% |