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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,769 | $104,650+75.6% | $83,854+119.2% | $155,188+18.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 16.75% | 28.97%-12.2pp | 31.39%-14.6pp | 148.84%-132.1pp |
| Employer contribution / active EE | $4,026 | $1,196+236.5% | $1,017+295.8% | $4,248-5.2% |
| Participant deferral / active EE | $12,410 | $2,367+424.2% | $2,035+509.8% | $6,531+90.0% |
| Admin fee / account holder | $198 | $3,518-94.4% | $3,197-93.8% | $14,480-98.6% |