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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,662 | $72,269+98.8% | $101,271+41.9% | $79,852+79.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.48% | 22.29%+1.2pp | 46.48%-23.0pp | 31.72%-8.2pp |
| Employer contribution / active EE | $3,767 | $2,692+39.9% | $3,660+2.9% | $2,471+52.4% |
| Participant deferral / active EE | $5,479 | $3,282+67.0% | $4,371+25.4% | $3,740+46.5% |
| Admin fee / account holder | $290 | $4,401-93.4% | $5,948-95.1% | $5,306-94.5% |