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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,679 | $111,814+62.5% | $103,374+75.7% | $145,959+24.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.59% | 24.77%-2.2pp | 24.89%-2.3pp | 561.95%-539.4pp |
| Employer contribution / active EE | $1,443 | $4,214-65.8% | $3,869-62.7% | $4,661-69.0% |
| Participant deferral / active EE | $15,054 | $5,618+168.0% | $5,058+197.7% | $6,689+125.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |