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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,623 | $123,898+87.8% | $116,538+99.6% | $155,188+49.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 24.41% | 16.04%+8.4pp | 17.97%+6.4pp | 148.84%-124.4pp |
| Employer contribution / active EE | $18,981 | $4,739+300.5% | $4,541+318.0% | $4,248+346.9% |
| Participant deferral / active EE | $23,160 | $6,400+261.9% | $6,207+273.1% | $6,531+254.6% |
| Admin fee / account holder | $226 | $9,174-97.5% | $8,737-97.4% | $14,480-98.4% |