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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,951 | $115,917+19.0% | $100,535+37.2% | $158,982-13.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.48% | 34.80%-22.3pp | 30.90%-18.4pp | 302.99%-290.5pp |
| Employer contribution / active EE | $5,776 | $4,105+40.7% | $3,419+68.9% | $4,763+21.3% |
| Participant deferral / active EE | $15,500 | $6,677+132.2% | $6,271+147.2% | $5,983+159.0% |
| Admin fee / account holder | $106 | $11,002-99.0% | $8,085-98.7% | $11,252-99.1% |