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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,933 | $110,240+107.7% | $96,544+137.1% | $139,487+64.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.24% | 26.41%-2.2pp | 25.88%-1.6pp | 373.84%-349.6pp |
| Employer contribution / active EE | $5,969 | $3,622+64.8% | $2,966+101.2% | $4,755+25.5% |
| Participant deferral / active EE | $6,536 | $5,549+17.8% | $4,851+34.7% | $6,713-2.6% |
| Admin fee / account holder | $278 | $11,602-97.6% | $8,254-96.6% | $11,407-97.6% |