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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,293 | $117,426+35.7% | $99,470+60.1% | $152,885+4.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 27.73% | 31.87%-4.1pp | 30.72%-3.0pp | 345.39%-317.7pp |
| Employer contribution / active EE | $3,379 | $3,014+12.1% | $2,540+33.0% | $4,763-29.1% |
| Participant deferral / active EE | $11,747 | $4,086+187.5% | $3,619+224.6% | $5,851+100.8% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,598-100.0% |