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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,441 | $126,661+14.0% | $113,397+27.4% | $138,895+4.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.46% | 25.05%-7.6pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $7,909 | $3,456+128.8% | $2,977+165.7% | $4,194+88.6% |
| Participant deferral / active EE | $31,000 | $5,693+444.6% | $5,076+510.7% | $6,396+384.7% |
| Admin fee / account holder | $24 | $14,549-99.8% | $11,957-99.8% | $12,562-99.8% |