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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,650 | $56,894+117.3% | $84,753+45.9% | $62,881+96.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.03% | 6.30%+4.7pp | 22.78%-11.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $13,008 | $2,400+442.1% | $3,574+263.9% | $2,281+470.3% |
| Participant deferral / active EE | $6,198 | $2,709+128.8% | $3,712+67.0% | $3,203+93.5% |
| Admin fee / account holder | $259 | $3,581-92.8% | $5,333-95.1% | $4,296-94.0% |