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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,746 | $81,331+41.1% | $155,534-26.2% | $80,935+41.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.95% | 33.37%-16.4pp | 64.92%-48.0pp | 35.66%-18.7pp |
| Employer contribution / active EE | $8,084 | $3,105+160.4% | $4,675+72.9% | $2,757+193.2% |
| Participant deferral / active EE | $6,468 | $3,454+87.2% | $5,630+14.9% | $4,299+50.4% |
| Admin fee / account holder | $11 | $7,999-99.9% | $15,900-99.9% | $6,924-99.8% |