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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,374 | $107,809+123.9% | $97,032+148.8% | $155,188+55.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.32% | 38.06%-16.7pp | 35.38%-14.1pp | 148.84%-127.5pp |
| Employer contribution / active EE | $16,078 | $2,911+452.3% | $2,629+511.6% | $4,248+278.5% |
| Participant deferral / active EE | $13,108 | $5,129+155.5% | $4,672+180.5% | $6,531+100.7% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |