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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,878 | $91,680+58.0% | $67,524+114.6% | $77,692+86.5% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.72% | 14.87%-1.1pp | 3519.41%-3505.7pp | 31.25%-17.5pp |
| Employer contribution / active EE | $6,237 | $3,186+95.8% | $2,734+128.1% | $2,726+128.8% |
| Participant deferral / active EE | $4,183 | $3,909+7.0% | $4,001+4.5% | $4,648-10.0% |
| Admin fee / account holder | $48 | $176-72.7% | $4,001-98.8% | $431-88.8% |