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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,666 | $107,809+65.7% | $97,032+84.1% | $155,188+15.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 23.00% | 38.06%-15.1pp | 35.38%-12.4pp | 148.84%-125.8pp |
| Employer contribution / active EE | $51,230 | $2,911+1659.8% | $2,629+1848.8% | $4,248+1106.0% |
| Participant deferral / active EE | $15,385 | $5,129+199.9% | $4,672+229.3% | $6,531+135.6% |
| Admin fee / account holder | $189 | $10,717-98.2% | $9,418-98.0% | $14,480-98.7% |