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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,407 | $100,125+63.2% | $81,482+100.5% | $145,978+11.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.58% | 34.44%-11.9pp | 24.79%-2.2pp | 550.52%-527.9pp |
| Employer contribution / active EE | $2,686 | $2,977-9.8% | $2,463+9.0% | $4,662-42.4% |
| Participant deferral / active EE | $19,700 | $4,609+327.4% | $3,885+407.1% | $6,690+194.5% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |