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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,334 | $138,393+65.0% | $184,256+23.9% | $80,959+182.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 27.90% | 20.01%+7.9pp | 28.85%-0.9pp | 35.67%-7.8pp |
| Employer contribution / active EE | $9,523 | $4,847+96.5% | $6,427+48.2% | $2,757+245.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $61 | $10,489-99.4% | $13,899-99.6% | $6,925-99.1% |