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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,942 | $117,433+55.8% | $99,475+83.9% | $152,897+19.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 6.15% | 31.87%-25.7pp | 30.72%-24.6pp | 345.43%-339.3pp |
| Employer contribution / active EE | $5,584 | $3,013+85.3% | $2,540+119.8% | $4,764+17.2% |
| Participant deferral / active EE | $5,400 | $4,086+32.2% | $3,619+49.2% | $5,851-7.7% |
| Admin fee / account holder | $59 | $7,634-99.2% | $6,252-99.1% | $11,599-99.5% |