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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,384 | $228,352-0.4% | $185,835+22.4% | $158,966+43.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.28% | 40.81%-22.5pp | 35.96%-17.7pp | 302.95%-284.7pp |
| Employer contribution / active EE | $7,636 | $4,967+53.7% | $4,087+86.8% | $4,762+60.3% |
| Participant deferral / active EE | $19,000 | $6,416+196.1% | $5,633+237.3% | $5,983+217.6% |
| Admin fee / account holder | $50 | $11,867-99.6% | $9,502-99.5% | $11,250-99.6% |