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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,164 | $100,970+118.1% | $96,576+128.0% | $137,256+60.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.23% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,092 | $3,809-45.1% | $3,553-41.1% | $4,156-49.7% |
| Participant deferral / active EE | $11,750 | $8,286+41.8% | $7,956+47.7% | $6,407+83.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |