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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,243 | $81,276+173.4% | $155,574+42.9% | $80,925+174.6% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.7%+19.0pp |
| Annual return | 11.74% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $10,295 | $3,103+231.8% | $4,676+120.2% | $2,756+273.5% |
| Participant deferral / active EE | $9,377 | $3,453+171.6% | $5,629+66.6% | $4,299+118.1% |
| Admin fee / account holder | $296 | $7,993-96.3% | $15,914-98.1% | $6,940-95.7% |