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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,743 | $152,460+7.4% | $118,746+37.9% | $147,586+10.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 23.31% | 17.41%+5.9pp | 24.54%-1.2pp | 578.59%-555.3pp |
| Employer contribution / active EE | $6,962 | $5,046+38.0% | $4,193+66.0% | $4,876+42.8% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |