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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,878 | $91,710+58.0% | $67,560+114.4% | $77,762+86.3% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.72% | 14.88%-1.2pp | 3533.50%-3519.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $6,237 | $3,187+95.7% | $2,737+127.9% | $2,728+128.6% |
| Participant deferral / active EE | $4,183 | $3,911+7.0% | $4,004+4.5% | $4,651-10.1% |
| Admin fee / account holder | $48 | $245-80.4% | $3,994-98.8% | $433-88.9% |