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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,755 | $81,331+42.3% | $155,534-25.6% | $80,935+43.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 25.80% | 33.37%-7.6pp | 64.92%-39.1pp | 35.66%-9.9pp |
| Employer contribution / active EE | $6,988 | $3,105+125.1% | $4,675+49.5% | $2,757+153.5% |
| Participant deferral / active EE | $4,845 | $3,454+40.3% | $5,630-14.0% | $4,299+12.7% |
| Admin fee / account holder | $274 | $7,999-96.6% | $15,900-98.3% | $6,924-96.0% |