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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,039 | $76,551+128.7% | $123,894+41.3% | $62,881+178.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,138 | $2,882+147.6% | $4,617+54.6% | $2,281+212.9% |
| Participant deferral / active EE | $9,820 | $4,840+102.9% | $5,984+64.1% | $3,203+206.6% |
| Admin fee / account holder | $7 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |