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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,809 | $64,359+78.4% | $90,161+27.3% | $70,126+63.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.53% | 28.13%-10.6pp | 34.89%-17.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,517 | $2,046+23.0% | $3,318-24.1% | $2,343+7.4% |
| Participant deferral / active EE | $6,349 | $4,389+44.7% | $5,287+20.1% | $3,332+90.6% |
| Admin fee / account holder | $20 | $3,945-99.5% | $5,943-99.7% | $4,645-99.6% |