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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,643 | $82,028+166.5% | $123,105+77.6% | $59,633+266.6% |
| Participation rate | 98.2% | 83.2%+15.0pp | 86.8%+11.4pp | 68.7%+29.5pp |
| Annual return | 8.59% | 5.12%+3.5pp | 13.22%-4.6pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $12,512 | $3,297+279.5% | $5,151+142.9% | $2,203+468.1% |
| Participant deferral / active EE | $13,515 | $4,667+189.6% | $6,229+117.0% | $3,192+323.4% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |