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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,551 | $72,273+118.0% | $101,275+55.6% | $79,856+97.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.88% | 22.30%-9.4pp | 46.48%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,121 | $2,691+127.4% | $3,660+67.2% | $2,471+147.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |