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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,839 | $126,661+39.6% | $113,397+55.9% | $138,895+27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.63% | 25.05%-3.4pp | 23.20%-1.6pp | 145.39%-123.8pp |
| Employer contribution / active EE | $9,859 | $3,456+185.3% | $2,977+231.2% | $4,194+135.1% |
| Participant deferral / active EE | $7,886 | $5,693+38.5% | $5,076+55.3% | $6,396+23.3% |
| Admin fee / account holder | $225 | $14,549-98.5% | $11,957-98.1% | $12,562-98.2% |