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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,284 | $82,028+68.6% | $123,105+12.3% | $59,633+131.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 4.43% | 5.12%-0.7pp | 13.22%-8.8pp | 2041.45%-2037.0pp |
| Employer contribution / active EE | $16,256 | $3,297+393.1% | $5,151+215.6% | $2,203+638.0% |
| Participant deferral / active EE | $12,140 | $4,667+160.1% | $6,229+94.9% | $3,192+280.4% |
| Admin fee / account holder | $124 | $5,879-97.9% | $9,014-98.6% | $4,297-97.1% |