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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,145 | $100,970+86.3% | $96,576+94.8% | $137,256+37.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.17% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $6,597 | $3,809+73.2% | $3,553+85.7% | $4,156+58.7% |
| Participant deferral / active EE | $22,845 | $8,286+175.7% | $7,956+187.1% | $6,407+256.6% |
| Admin fee / account holder | $211 | $11,312-98.1% | $11,381-98.1% | $12,270-98.3% |