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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,589 | $114,712+101.9% | $173,730+33.3% | $87,485+164.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.89% | 20.18%-1.3pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $5,534 | $2,904+90.6% | $4,577+20.9% | $2,596+113.1% |
| Participant deferral / active EE | $7,388 | $4,642+59.2% | $6,326+16.8% | $4,274+72.9% |
| Admin fee / account holder | $203 | $10,210-98.0% | $17,523-98.8% | $7,775-97.4% |