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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,584 | $147,556+29.8% | $129,031+48.5% | $198,609-3.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 21.17% | 37.41%-16.2pp | 34.67%-13.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $5,743 | $3,645+57.6% | $3,226+78.0% | $5,055+13.6% |
| Participant deferral / active EE | $23,809 | $5,760+313.4% | $5,217+356.4% | $6,977+241.3% |
| Admin fee / account holder | $167 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |