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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,935 | $73,459+203.5% | $178,449+24.9% | $74,400+199.6% |
| Participation rate | 93.2% | 66.6%+26.6pp | 77.1%+16.1pp | 67.2%+26.0pp |
| Annual return | 13.21% | 17.50%-4.3pp | 27.09%-13.9pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $5,398 | $2,219+143.3% | $3,951+36.6% | $2,624+105.7% |
| Participant deferral / active EE | $12,109 | $4,515+168.2% | $6,277+92.9% | $4,348+178.5% |
| Admin fee / account holder | $17 | $1,812-99.0% | $10,362-99.8% | $1,944-99.1% |