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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,679 | $110,337+64.7% | $102,383+77.5% | $145,877+24.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.59% | 24.83%-2.2pp | 24.94%-2.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $1,443 | $4,216-65.8% | $3,870-62.7% | $4,663-69.1% |
| Participant deferral / active EE | $15,054 | $5,621+167.8% | $5,060+197.5% | $6,691+125.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |