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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,351 | $86,938+129.3% | $102,423+94.6% | $80,925+146.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $9,899 | $2,369+317.8% | $3,023+227.5% | $2,756+259.1% |
| Participant deferral / active EE | $4,932 | $4,120+19.7% | $5,054-2.4% | $4,299+14.7% |
| Admin fee / account holder | $287 | $8,053-96.4% | $9,455-97.0% | $6,940-95.9% |