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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,217 | $106,974+44.2% | $90,796+69.8% | $138,895+11.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 11.97% | 20.10%-8.1pp | 19.29%-7.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,951 | $2,609+13.1% | $2,294+28.7% | $4,194-29.6% |
| Participant deferral / active EE | $23,500 | $4,455+427.6% | $3,822+514.9% | $6,396+267.4% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |