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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,788 | $181,896-19.3% | $156,551-6.2% | $273,972-46.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 40.64% | 30.74%+9.9pp | 32.23%+8.4pp | 41.46%-0.8pp |
| Employer contribution / active EE | $12,298 | $6,248+96.8% | $5,501+123.6% | $4,869+152.6% |
| Participant deferral / active EE | $20,000 | $5,550+260.4% | $4,871+310.6% | $5,287+278.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |