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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,600 | $80,138+99.2% | $130,270+22.5% | $71,529+123.1% |
| Participation rate | 94.0% | 71.0%+23.0pp | 76.3%+17.7pp | 67.9%+26.0pp |
| Annual return | 27.58% | 16.81%+10.8pp | 38.89%-11.3pp | 28.97%-1.4pp |
| Employer contribution / active EE | $30,062 | $2,834+960.7% | $4,128+628.3% | $2,590+1060.8% |
| Participant deferral / active EE | $12,108 | $4,641+160.9% | $6,797+78.1% | $4,291+182.2% |
| Admin fee / account holder | $171 | $1,035-83.5% | $6,022-97.2% | $1,588-89.3% |