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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,488 | $93,617+113.1% | $135,982+46.7% | $75,177+165.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.52% | 30.89%-6.4pp | 68.32%-43.8pp | 160.75%-136.2pp |
| Employer contribution / active EE | $9,279 | $3,538+162.2% | $4,859+91.0% | $2,671+247.4% |
| Participant deferral / active EE | $14,427 | $6,406+125.2% | $7,760+85.9% | $4,126+249.6% |
| Admin fee / account holder | $191 | $6,980-97.3% | $10,767-98.2% | $5,651-96.6% |