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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,054 | $53,774+220.0% | $134,162+28.2% | $79,856+115.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.85% | 19.01%-4.2pp | 36.35%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,767 | $1,322+109.4% | $3,705-25.3% | $2,471+12.0% |
| Participant deferral / active EE | $6,567 | $2,420+171.4% | $3,500+87.6% | $3,741+75.6% |
| Admin fee / account holder | $287 | $3,985-92.8% | $6,685-95.7% | $5,306-94.6% |