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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,498 | $124,425+77.2% | $112,040+96.8% | $137,256+60.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.38% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $10,237 | $3,411+200.1% | $2,954+246.6% | $4,156+146.3% |
| Participant deferral / active EE | $24,584 | $5,718+329.9% | $5,098+382.3% | $6,407+283.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |