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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,651 | $71,230+75.0% | $93,727+33.0% | $80,959+54.0% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.7%+28.6pp |
| Annual return | 15.77% | 11.26%+4.5pp | 133.83%-118.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $22,863 | $1,565+1360.6% | $2,421+844.2% | $2,757+729.2% |
| Participant deferral / active EE | $13,085 | $4,037+224.1% | $4,417+196.2% | $4,300+204.3% |
| Admin fee / account holder | $11 | $6,961-99.8% | $8,292-99.9% | $6,925-99.8% |