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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,589 | $115,931+99.8% | $185,441+24.9% | $86,983+166.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 18.89% | 21.47%-2.6pp | 20.16%-1.3pp | 25.83%-6.9pp |
| Employer contribution / active EE | $5,534 | $2,937+88.4% | $4,672+18.4% | $2,584+114.1% |
| Participant deferral / active EE | $7,388 | $4,551+62.3% | $6,152+20.1% | $4,194+76.2% |
| Admin fee / account holder | $203 | $10,687-98.1% | $17,890-98.9% | $7,856-97.4% |