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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,145 | $107,666+74.7% | $102,184+84.1% | $154,746+21.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.17% | 29.33%-10.2pp | 31.58%-12.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $6,597 | $3,846+71.5% | $3,594+83.6% | $4,379+50.7% |
| Participant deferral / active EE | $22,845 | $8,719+162.0% | $8,309+174.9% | $6,730+239.4% |
| Admin fee / account holder | $211 | $12,943-98.4% | $11,609-98.2% | $14,365-98.5% |