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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,322 | $112,729+48.4% | $98,716+69.5% | $137,256+21.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.50% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,587 | $2,725+31.6% | $2,279+57.4% | $4,156-13.7% |
| Participant deferral / active EE | $20,936 | $4,640+351.2% | $4,048+417.2% | $6,407+226.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |