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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,305 | $81,233+53.0% | $155,567-20.1% | $80,874+53.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 31.91% | 33.33%-1.4pp | 64.74%-32.8pp | 35.62%-3.7pp |
| Employer contribution / active EE | $5,176 | $3,101+66.9% | $4,674+10.7% | $2,756+87.8% |
| Participant deferral / active EE | $6,688 | $3,452+93.7% | $5,628+18.8% | $4,297+55.6% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |