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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,749 | $86,050+171.6% | $189,758+23.2% | $94,015+148.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.71% | 17.77%-3.1pp | 52.62%-37.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,885 | $2,819+2.3% | $4,767-39.5% | $2,790+3.4% |
| Participant deferral / active EE | $7,935 | $3,349+136.9% | $5,856+35.5% | $4,249+86.7% |
| Admin fee / account holder | $31 | $6,627-99.5% | $20,388-99.8% | $8,951-99.7% |