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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,252 | $77,472+75.9% | $100,415+35.7% | $80,959+68.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.31% | 37.26%-23.9pp | 49.47%-36.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $16,195 | $2,800+478.3% | $3,943+310.7% | $2,757+487.4% |
| Participant deferral / active EE | $15,965 | $6,818+134.2% | $8,091+97.3% | $4,300+271.3% |
| Admin fee / account holder | $180 | $5,885-96.9% | $7,906-97.7% | $6,925-97.4% |