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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,933 | $124,425+34.2% | $112,040+49.0% | $137,256+21.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.64% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,225 | $3,411+23.9% | $2,954+43.0% | $4,156+1.7% |
| Participant deferral / active EE | $29,125 | $5,718+409.3% | $5,098+471.3% | $6,407+354.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |