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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,574 | $124,330+60.5% | $109,173+82.8% | $167,536+19.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.45% | 26.04%-14.6pp | 25.75%-14.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $4,529 | $4,209+7.6% | $3,723+21.6% | $4,839-6.4% |
| Participant deferral / active EE | $14,238 | $5,256+170.9% | $4,654+205.9% | $6,342+124.5% |
| Admin fee / account holder | $38 | $7,974-99.5% | $6,755-99.4% | $12,315-99.7% |