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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,775 | $81,276+185.2% | $155,574+49.0% | $80,925+186.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.48% | 33.36%-10.9pp | 64.87%-42.4pp | 35.65%-13.2pp |
| Employer contribution / active EE | $21,594 | $3,103+595.9% | $4,676+361.8% | $2,756+683.5% |
| Participant deferral / active EE | $8,034 | $3,453+132.7% | $5,629+42.7% | $4,299+86.9% |
| Admin fee / account holder | $247 | $7,993-96.9% | $15,914-98.4% | $6,940-96.4% |