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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,243 | $81,358+173.2% | $155,556+42.9% | $80,959+174.5% |
| Participation rate | 86.7% | 66.3%+20.4pp | 78.2%+8.4pp | 67.7%+19.0pp |
| Annual return | 11.74% | 33.39%-21.6pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $10,295 | $3,106+231.4% | $4,675+120.2% | $2,757+273.4% |
| Participant deferral / active EE | $9,377 | $3,455+171.4% | $5,631+66.5% | $4,300+118.0% |
| Admin fee / account holder | $296 | $7,994-96.3% | $15,885-98.1% | $6,925-95.7% |