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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,766 | $100,970+96.9% | $96,576+105.8% | $137,256+44.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.90% | 38.16%-25.3pp | 38.47%-25.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,762 | $3,809-27.5% | $3,553-22.3% | $4,156-33.5% |
| Participant deferral / active EE | $14,824 | $8,286+78.9% | $7,956+86.3% | $6,407+131.4% |
| Admin fee / account holder | $212 | $11,312-98.1% | $11,381-98.1% | $12,270-98.3% |