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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,498 | $107,809+43.3% | $97,032+59.2% | $155,188-0.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.46% | 38.06%-19.6pp | 35.38%-16.9pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,485 | $2,911-49.0% | $2,629-43.5% | $4,248-65.0% |
| Participant deferral / active EE | $22,500 | $5,129+338.6% | $4,672+381.6% | $6,531+244.5% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |