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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,992 | $136,307+82.7% | $106,619+133.5% | $273,972-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.49% | 11.05%+0.4pp | 9.42%+2.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $8,466 | $5,190+63.1% | $3,947+114.5% | $4,869+73.9% |
| Participant deferral / active EE | $9,840 | $4,969+98.0% | $3,930+150.4% | $5,287+86.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |