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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,219 | $96,558+24.5% | $80,977+48.5% | $273,972-56.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.04% | 15.14%-3.1pp | 17.11%-5.1pp | 41.46%-29.4pp |
| Employer contribution / active EE | $4,660 | $4,869-4.3% | $3,715+25.4% | $4,869-4.3% |
| Participant deferral / active EE | $13,767 | $6,598+108.7% | $5,696+141.7% | $5,287+160.4% |
| Admin fee / account holder | $10 | $7,493-99.9% | $5,517-99.8% | $10,133-99.9% |