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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,610 | $112,729+104.6% | $98,716+133.6% | $137,256+68.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.53% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,151 | $2,725+15.6% | $2,279+38.3% | $4,156-24.2% |
| Participant deferral / active EE | $9,870 | $4,640+112.7% | $4,048+143.9% | $6,407+54.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |