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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,020 | $76,551+89.4% | $123,894+17.1% | $62,881+130.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.02% | 18.68%-6.7pp | 47.52%-35.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $9,342 | $2,882+224.1% | $4,617+102.4% | $2,281+309.6% |
| Participant deferral / active EE | $7,569 | $4,840+56.4% | $5,984+26.5% | $3,203+136.3% |
| Admin fee / account holder | $126 | $4,826-97.4% | $8,357-98.5% | $4,296-97.1% |