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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,431 | $99,345+88.7% | $84,753+121.2% | $273,972-31.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 30.71% | 22.93%+7.8pp | 22.78%+7.9pp | 41.46%-10.7pp |
| Employer contribution / active EE | $14,651 | $4,214+247.7% | $3,574+309.9% | $4,869+200.9% |
| Participant deferral / active EE | $11,369 | $4,270+166.3% | $3,712+206.3% | $5,287+115.0% |
| Admin fee / account holder | $17 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |