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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,094 | $92,798+86.5% | $96,707+79.0% | $137,256+26.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.17% | 31.24%-14.1pp | 34.78%-17.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,840 | $4,147+40.8% | $4,191+39.3% | $4,156+40.5% |
| Participant deferral / active EE | $14,013 | $5,877+138.5% | $5,997+133.7% | $6,407+118.7% |
| Admin fee / account holder | $174 | $7,946-97.8% | $7,503-97.7% | $12,270-98.6% |