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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,873 | $91,198+172.9% | $178,503+39.4% | $79,856+211.7% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 10.94% | 24.20%-13.3pp | 151.12%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $8,883 | $3,257+172.8% | $5,011+77.3% | $2,471+259.5% |
| Participant deferral / active EE | $7,215 | $3,237+122.9% | $5,202+38.7% | $3,741+92.9% |
| Admin fee / account holder | $23 | $6,748-99.7% | $13,987-99.8% | $5,306-99.6% |