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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,740 | $96,558+38.5% | $80,977+65.2% | $273,972-51.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 16.58% | 15.14%+1.4pp | 17.11%-0.5pp | 41.46%-24.9pp |
| Employer contribution / active EE | $7,774 | $4,869+59.7% | $3,715+109.3% | $4,869+59.7% |
| Participant deferral / active EE | $8,000 | $6,598+21.3% | $5,696+40.4% | $5,287+51.3% |
| Admin fee / account holder | $3 | $7,493-100.0% | $5,517-99.9% | $10,133-100.0% |