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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,511 | $72,273+153.9% | $101,275+81.2% | $79,856+129.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.16% | 22.30%-5.1pp | 46.48%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $11,879 | $2,691+341.4% | $3,660+224.6% | $2,471+380.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $241 | $4,401-94.5% | $5,948-96.0% | $5,306-95.5% |