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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,243 | $81,331+173.3% | $155,534+42.9% | $80,935+174.6% |
| Participation rate | 86.7% | 66.3%+20.4pp | 78.2%+8.4pp | 67.7%+19.0pp |
| Annual return | 11.74% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $10,295 | $3,105+231.6% | $4,675+120.2% | $2,757+273.5% |
| Participant deferral / active EE | $9,377 | $3,454+171.5% | $5,630+66.5% | $4,299+118.1% |
| Admin fee / account holder | $296 | $7,999-96.3% | $15,900-98.1% | $6,924-95.7% |