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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,505 | $135,905+69.6% | $126,068+82.8% | $198,609+16.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.55% | 14.07%+6.5pp | 15.01%+5.5pp | 202.70%-182.1pp |
| Employer contribution / active EE | $4,635 | $4,245+9.2% | $3,968+16.8% | $5,055-8.3% |
| Participant deferral / active EE | $34,750 | $8,523+307.7% | $8,214+323.1% | $6,977+398.1% |
| Admin fee / account holder | $230 | $21,036-98.9% | $18,264-98.7% | $19,030-98.8% |