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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,057 | $87,166+71.0% | $76,735+94.2% | $137,256+8.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.40% | 26.50%-12.1pp | 29.77%-15.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,274 | $2,904+460.3% | $2,454+563.1% | $4,156+291.6% |
| Participant deferral / active EE | $18,025 | $4,726+281.4% | $4,088+340.9% | $6,407+181.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |