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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,184 | $99,345+149.8% | $84,753+192.8% | $273,972-9.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.02% | 22.93%-11.9pp | 22.78%-11.8pp | 41.46%-30.4pp |
| Employer contribution / active EE | $31,250 | $4,214+641.6% | $3,574+774.3% | $4,869+541.9% |
| Participant deferral / active EE | $7,136 | $4,270+67.1% | $3,712+92.2% | $5,287+35.0% |
| Admin fee / account holder | $241 | $6,645-96.4% | $5,333-95.5% | $10,133-97.6% |