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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,500 | $99,345+144.1% | $84,753+186.1% | $273,972-11.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.79% | 22.93%-6.1pp | 22.78%-6.0pp | 41.46%-24.7pp |
| Employer contribution / active EE | $25,602 | $4,214+507.6% | $3,574+616.3% | $4,869+425.8% |
| Participant deferral / active EE | $16,000 | $4,270+274.7% | $3,712+331.0% | $5,287+202.6% |
| Admin fee / account holder | $235 | $6,645-96.5% | $5,333-95.6% | $10,133-97.7% |