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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,596 | $131,835+79.5% | $108,582+117.9% | $273,972-13.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.70% | -91.57%+102.3pp | -51.70%+62.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $17,077 | $4,913+247.6% | $3,758+354.4% | $4,869+250.7% |
| Participant deferral / active EE | $10,945 | $5,127+113.5% | $4,311+153.9% | $5,287+107.0% |
| Admin fee / account holder | $19 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |