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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,775 | $81,262+185.2% | $155,602+49.0% | $80,911+186.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.48% | 33.34%-10.9pp | 64.81%-42.3pp | 35.63%-13.1pp |
| Employer contribution / active EE | $21,594 | $3,102+596.2% | $4,675+361.9% | $2,756+683.6% |
| Participant deferral / active EE | $8,034 | $3,451+132.8% | $5,629+42.7% | $4,297+87.0% |
| Admin fee / account holder | $247 | $7,992-96.9% | $15,923-98.5% | $6,935-96.4% |