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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,451 | $58,523+204.9% | $99,479+79.4% | $72,976+144.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.05% | 28.51%-7.5pp | 30.72%-9.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $5,180 | $1,512+242.6% | $2,540+103.9% | $2,440+112.3% |
| Participant deferral / active EE | $5,517 | $2,606+111.7% | $3,619+52.5% | $3,608+52.9% |
| Admin fee / account holder | $63 | $4,102-98.5% | $6,253-99.0% | $5,124-98.8% |