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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,011 | $93,617+52.8% | $135,982+5.2% | $75,177+90.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.39% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $8,404 | $3,538+137.5% | $4,859+73.0% | $2,671+214.6% |
| Participant deferral / active EE | $8,907 | $6,406+39.0% | $7,760+14.8% | $4,126+115.8% |
| Admin fee / account holder | $203 | $6,980-97.1% | $10,767-98.1% | $5,651-96.4% |