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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,152 | $72,269+142.4% | $101,271+73.0% | $79,852+119.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 41.41% | 22.29%+19.1pp | 46.48%-5.1pp | 31.72%+9.7pp |
| Employer contribution / active EE | $3,756 | $2,692+39.5% | $3,660+2.6% | $2,471+52.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $55 | $4,401-98.8% | $5,948-99.1% | $5,306-99.0% |