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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,213 | $181,896-60.3% | $156,551-53.9% | $273,972-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 41.75% | 30.74%+11.0pp | 32.23%+9.5pp | 41.46%+0.3pp |
| Employer contribution / active EE | $13,848 | $6,248+121.6% | $5,501+151.7% | $4,869+184.4% |
| Participant deferral / active EE | $10,850 | $5,550+95.5% | $4,871+122.7% | $5,287+105.2% |
| Admin fee / account holder | $210 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |