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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,380 | $104,251+60.6% | $91,004+83.9% | $147,586+13.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.64% | 27.06%-8.4pp | 4.60%+14.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $7,237 | $3,116+132.3% | $2,456+194.7% | $4,876+48.4% |
| Participant deferral / active EE | $4,508 | $4,195+7.5% | $3,548+27.1% | $5,439-17.1% |
| Admin fee / account holder | $274 | $8,948-96.9% | $5,417-94.9% | $10,886-97.5% |