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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,322 | $123,155+35.9% | $108,753+53.9% | $155,188+7.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.50% | 44.73%-31.2pp | 37.47%-24.0pp | 148.84%-135.3pp |
| Employer contribution / active EE | $3,587 | $2,811+27.6% | $2,427+47.8% | $4,248-15.6% |
| Participant deferral / active EE | $20,936 | $4,623+352.8% | $4,115+408.8% | $6,531+220.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |