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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,901 | $107,666+104.2% | $102,184+115.2% | $154,746+42.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.19% | 29.33%-11.1pp | 31.58%-13.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,755 | $3,846+75.6% | $3,594+88.0% | $4,379+54.3% |
| Participant deferral / active EE | $21,240 | $8,719+143.6% | $8,309+155.6% | $6,730+215.6% |
| Admin fee / account holder | $219 | $12,943-98.3% | $11,609-98.1% | $14,365-98.5% |