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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,396 | $103,393+23.2% | $87,103+46.3% | $152,909-16.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.57% | 28.10%-5.5pp | 28.19%-5.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $5,395 | $3,221+67.5% | $2,521+114.0% | $4,764+13.3% |
| Participant deferral / active EE | $18,303 | $4,778+283.0% | $4,049+352.1% | $5,851+212.8% |
| Admin fee / account holder | $24 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |