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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,505 | $107,666+114.1% | $102,184+125.6% | $154,746+49.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.55% | 29.33%-8.8pp | 31.58%-11.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $4,635 | $3,846+20.5% | $3,594+29.0% | $4,379+5.8% |
| Participant deferral / active EE | $34,750 | $8,719+298.5% | $8,309+318.2% | $6,730+416.3% |
| Admin fee / account holder | $230 | $12,943-98.2% | $11,609-98.0% | $14,365-98.4% |