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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,740 | $81,504+120.5% | $102,437+75.5% | $80,959+122.0% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 21.53% | 25.60%-4.1pp | 24.95%-3.4pp | 35.67%-14.1pp |
| Employer contribution / active EE | $17,291 | $3,104+457.1% | $3,871+346.7% | $2,757+527.1% |
| Participant deferral / active EE | $11,417 | $3,871+195.0% | $5,060+125.6% | $4,300+165.5% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |