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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,345 | $96,956+65.4% | $69,779+129.8% | $273,972-41.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 21.29% | 12.93%+8.4pp | 12.99%+8.3pp | 41.46%-20.2pp |
| Employer contribution / active EE | $5,882 | $3,316+77.4% | $2,338+151.6% | $4,869+20.8% |
| Participant deferral / active EE | $5,836 | $3,744+55.9% | $2,931+99.1% | $5,287+10.4% |
| Admin fee / account holder | $25 | $7,934-99.7% | $4,381-99.4% | $10,133-99.8% |