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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,245 | $107,809+107.1% | $97,032+130.1% | $155,188+43.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.23% | 38.06%-18.8pp | 35.38%-16.1pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,800 | $2,911-3.8% | $2,629+6.5% | $4,248-34.1% |
| Participant deferral / active EE | $8,417 | $5,129+64.1% | $4,672+80.1% | $6,531+28.9% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |