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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,538 | $112,729+113.4% | $98,716+143.7% | $137,256+75.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.69% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,543 | $2,725-6.7% | $2,279+11.6% | $4,156-38.8% |
| Participant deferral / active EE | $17,588 | $4,640+279.0% | $4,048+334.5% | $6,407+174.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |