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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,872 | $78,423+101.3% | $95,964+64.5% | $79,856+97.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 18.39% | 19.37%-1.0pp | 91.64%-73.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,891 | $1,945+100.0% | $2,541+53.1% | $2,471+57.5% |
| Participant deferral / active EE | $4,126 | $3,440+19.9% | $4,167-1.0% | $3,741+10.3% |
| Admin fee / account holder | $214 | $5,622-96.2% | $6,797-96.9% | $5,306-96.0% |