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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,119 | $69,518+206.6% | $59,883+255.9% | $135,382+57.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.49% | 7.95%+2.5pp | 3.46%+7.0pp | 519.77%-509.3pp |
| Employer contribution / active EE | $8,943 | $3,235+176.5% | $2,722+228.5% | $4,779+87.1% |
| Participant deferral / active EE | $25,735 | $4,204+512.1% | $3,402+656.5% | $5,609+358.8% |
| Admin fee / account holder | $282 | $5,734-95.1% | $3,591-92.1% | $10,829-97.4% |