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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,450 | $77,707+179.8% | $70,160+209.9% | $139,466+55.9% |
| Participation rate | 95.0% | 83.1%+11.9pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 16.56% | 19.30%-2.7pp | 19.08%-2.5pp | 373.66%-357.1pp |
| Employer contribution / active EE | $7,577 | $4,986+52.0% | $4,285+76.8% | $4,754+59.4% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,712-100.0% |
| Admin fee / account holder | $77 | $5,397-98.6% | $4,582-98.3% | $11,409-99.3% |