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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,430 | $87,059+36.0% | $105,608+12.1% | $80,925+46.3% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.7%+29.4pp |
| Annual return | 16.40% | 17.05%-0.6pp | 116.50%-100.1pp | 35.65%-19.2pp |
| Employer contribution / active EE | $6,649 | $2,396+177.4% | $3,167+109.9% | $2,756+141.2% |
| Participant deferral / active EE | $18,530 | $3,986+364.9% | $5,010+269.9% | $4,299+331.1% |
| Admin fee / account holder | $103 | $8,443-98.8% | $11,028-99.1% | $6,940-98.5% |