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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,437 | $136,307+4.5% | $177,839-19.9% | $73,501+93.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 18.88% | 18.68%+0.2pp | 48.33%-29.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $6,310 | $3,712+70.0% | $5,919+6.6% | $2,270+177.9% |
| Participant deferral / active EE | $10,427 | $5,829+78.9% | $7,714+35.2% | $3,740+178.8% |
| Admin fee / account holder | $28 | $596-95.3% | $12,432-99.8% | $513-94.6% |