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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,951 | $107,809+115.1% | $97,032+139.0% | $155,188+49.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.99% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $14,083 | $2,911+383.8% | $2,629+435.7% | $4,248+231.5% |
| Participant deferral / active EE | $14,879 | $5,129+190.1% | $4,672+218.4% | $6,531+127.8% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |