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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,921 | $94,833+92.9% | $75,714+141.6% | $86,821+110.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 13.18% | 16.91%-3.7pp | 104.62%-91.4pp | 97.94%-84.8pp |
| Employer contribution / active EE | $8,644 | $2,904+197.6% | $2,744+215.1% | $2,406+259.3% |
| Participant deferral / active EE | $5,935 | $3,632+63.4% | $3,820+55.3% | $4,132+43.6% |
| Admin fee / account holder | $117 | $109+7.8% | $3,619-96.8% | $170-30.9% |