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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,454 | $64,311+177.5% | $57,356+211.1% | $125,389+42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.83% | 25.14%-22.3pp | 24.41%-21.6pp | 282.24%-279.4pp |
| Employer contribution / active EE | $4,989 | $3,193+56.3% | $2,689+85.5% | $4,866+2.5% |
| Participant deferral / active EE | $12,750 | $3,846+231.5% | $3,162+303.3% | $5,352+138.3% |
| Admin fee / account holder | $71 | $5,243-98.6% | $3,357-97.9% | $9,541-99.3% |