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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,593 | $86,940+99.7% | $102,434+69.5% | $80,935+114.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.92% | 18.89%+5.0pp | 29.46%-5.5pp | 35.66%-11.7pp |
| Employer contribution / active EE | $14,281 | $2,370+502.7% | $3,023+372.4% | $2,757+418.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $53 | $8,047-99.3% | $9,462-99.4% | $6,924-99.2% |