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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,857 | $61,166+138.5% | $185,837-21.5% | $79,393+83.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 18.49% | 19.45%-1.0pp | 122.08%-103.6pp | 116.87%-98.4pp |
| Employer contribution / active EE | $5,795 | $2,321+149.7% | $5,168+12.1% | $2,428+138.7% |
| Participant deferral / active EE | $3,291 | $2,789+18.0% | $5,568-40.9% | $4,046-18.7% |
| Admin fee / account holder | $52 | $710-92.7% | $16,241-99.7% | $627-91.8% |