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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,350 | $108,922+27.9% | $100,398+38.8% | $145,978-4.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 58.04%-42.3pp | 49.32%-33.5pp | 550.52%-534.7pp |
| Employer contribution / active EE | $6,946 | $4,426+56.9% | $3,946+76.0% | $4,662+49.0% |
| Participant deferral / active EE | $23,164 | $8,450+174.1% | $8,084+186.5% | $6,690+246.3% |
| Admin fee / account holder | $210 | $9,680-97.8% | $7,893-97.3% | $13,400-98.4% |