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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,252 | $77,460+75.9% | $100,378+35.7% | $80,925+68.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.31% | 37.24%-23.9pp | 49.41%-36.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $16,195 | $2,801+478.1% | $3,942+310.8% | $2,756+487.6% |
| Participant deferral / active EE | $15,965 | $6,818+134.2% | $8,087+97.4% | $4,299+271.4% |
| Admin fee / account holder | $180 | $5,887-96.9% | $7,899-97.7% | $6,940-97.4% |