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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,676 | $86,701+40.3% | $73,309+66.0% | $125,389-3.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 13.02% | 2.78%+10.2pp | 5.67%+7.3pp | 282.24%-269.2pp |
| Employer contribution / active EE | $15,281 | $4,152+268.0% | $3,237+372.0% | $4,866+214.0% |
| Participant deferral / active EE | $6,708 | $5,549+20.9% | $4,991+34.4% | $5,352+25.4% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |