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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,681 | $110,303+51.1% | $95,759+74.1% | $139,487+19.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.78% | 27.19%+2.6pp | 28.42%+1.4pp | 373.84%-344.1pp |
| Employer contribution / active EE | $10,057 | $3,261+208.4% | $2,836+254.6% | $4,755+111.5% |
| Participant deferral / active EE | $9,856 | $4,674+110.9% | $4,244+132.3% | $6,713+46.8% |
| Admin fee / account holder | $20 | $6,615-99.7% | $5,678-99.6% | $11,407-99.8% |