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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,810 | $91,198+159.7% | $178,503+32.7% | $79,856+196.5% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 16.53% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $7,015 | $3,257+115.4% | $5,011+40.0% | $2,471+183.9% |
| Participant deferral / active EE | $7,598 | $3,237+134.8% | $5,202+46.1% | $3,741+103.1% |
| Admin fee / account holder | $2 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |