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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,739 | $81,358+90.2% | $155,556-0.5% | $80,959+91.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.54% | 33.39%-16.8pp | 64.84%-48.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $12,468 | $3,106+301.4% | $4,675+166.7% | $2,757+352.2% |
| Participant deferral / active EE | $7,314 | $3,455+111.7% | $5,631+29.9% | $4,300+70.1% |
| Admin fee / account holder | $235 | $7,994-97.1% | $15,885-98.5% | $6,925-96.6% |