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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,468 | $73,955+89.9% | $96,520+45.5% | $75,181+86.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.76% | 26.72%-4.0pp | 35.72%-13.0pp | 160.69%-137.9pp |
| Employer contribution / active EE | $8,634 | $2,930+194.7% | $3,739+130.9% | $2,671+223.3% |
| Participant deferral / active EE | $8,386 | $3,659+129.2% | $4,879+71.9% | $4,126+103.3% |
| Admin fee / account holder | $0 | $5,217-100.0% | $6,733-100.0% | $5,650-100.0% |