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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,885 | $124,425+59.8% | $112,040+77.5% | $137,256+44.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.05% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,391 | $3,411-59.2% | $2,954-52.9% | $4,156-66.5% |
| Participant deferral / active EE | $2,673 | $5,718-53.3% | $5,098-47.6% | $6,407-58.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |