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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,457 | $115,917+18.6% | $100,535+36.7% | $158,982-13.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.70% | 34.80%-23.1pp | 30.90%-19.2pp | 302.99%-291.3pp |
| Employer contribution / active EE | $26,519 | $4,105+546.0% | $3,419+675.7% | $4,763+456.8% |
| Participant deferral / active EE | $10,365 | $6,677+55.2% | $6,271+65.3% | $5,983+73.2% |
| Admin fee / account holder | $96 | $11,002-99.1% | $8,085-98.8% | $11,252-99.1% |