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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,935 | $73,532+203.2% | $178,540+24.9% | $74,459+199.4% |
| Participation rate | 93.2% | 66.6%+26.6pp | 77.1%+16.1pp | 67.2%+26.0pp |
| Annual return | 13.21% | 17.51%-4.3pp | 27.15%-13.9pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $5,398 | $2,221+143.0% | $3,953+36.6% | $2,626+105.6% |
| Participant deferral / active EE | $12,109 | $4,519+168.0% | $6,281+92.8% | $4,350+178.4% |
| Admin fee / account holder | $17 | $1,813-99.0% | $10,424-99.8% | $1,945-99.1% |