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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,675 | $115,903+35.2% | $100,528+55.9% | $158,966-1.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.30% | 34.80%-11.5pp | 30.90%-7.6pp | 302.95%-279.6pp |
| Employer contribution / active EE | $6,096 | $4,105+48.5% | $3,419+78.3% | $4,762+28.0% |
| Participant deferral / active EE | $8,959 | $6,677+34.2% | $6,271+42.9% | $5,983+49.7% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |