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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,810 | $78,682+151.4% | $109,188+81.2% | $85,851+130.4% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 26.11% | 25.09%+1.0pp | 25.76%+0.4pp | 318.63%-292.5pp |
| Employer contribution / active EE | $7,920 | $2,734+189.7% | $3,723+112.7% | $2,565+208.7% |
| Participant deferral / active EE | $10,605 | $3,468+205.8% | $4,654+127.9% | $3,952+168.3% |
| Admin fee / account holder | $6 | $5,470-99.9% | $6,755-99.9% | $6,261-99.9% |