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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,747 | $124,980+12.6% | $108,359+29.9% | $154,746-9.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.77% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $4,673 | $2,851+63.9% | $2,399+94.7% | $4,379+6.7% |
| Participant deferral / active EE | $5,021 | $4,743+5.9% | $4,137+21.4% | $6,730-25.4% |
| Admin fee / account holder | $50 | $11,502-99.6% | $9,741-99.5% | $14,365-99.7% |