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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,322 | $124,980+33.9% | $108,359+54.4% | $154,746+8.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.50% | 45.00%-31.5pp | 36.89%-23.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,587 | $2,851+25.8% | $2,399+49.5% | $4,379-18.1% |
| Participant deferral / active EE | $20,936 | $4,743+341.4% | $4,137+406.1% | $6,730+211.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |