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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,517 | $147,556+53.5% | $129,031+75.6% | $198,609+14.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 18.33% | 37.41%-19.1pp | 34.67%-16.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,749 | $3,645-24.6% | $3,226-14.8% | $5,055-45.6% |
| Participant deferral / active EE | $9,013 | $5,760+56.5% | $5,217+72.8% | $6,977+29.2% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |