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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,550 | $117,904+35.3% | $102,457+55.7% | $145,978+9.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.51% | 31.80%-13.3pp | 29.41%-10.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $1,469 | $3,613-59.3% | $3,022-51.4% | $4,662-68.5% |
| Participant deferral / active EE | $36,418 | $5,733+535.2% | $5,054+620.5% | $6,690+444.4% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |