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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,577 | $124,425+72.5% | $112,040+91.5% | $137,256+56.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.91% | 24.72%-6.8pp | 24.52%-6.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,577 | $3,411-24.5% | $2,954-12.8% | $4,156-38.0% |
| Participant deferral / active EE | $14,237 | $5,718+149.0% | $5,098+179.3% | $6,407+122.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |