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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,374 | $88,707+173.2% | $74,184+226.7% | $273,972-11.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.24% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,022 | $3,159+59.0% | $2,370+111.9% | $4,869+3.1% |
| Participant deferral / active EE | $15,065 | $4,212+257.7% | $3,550+324.4% | $5,287+184.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |