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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,745 | $85,171+172.1% | $172,752+34.1% | $72,975+217.6% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.6%+3.5pp | 69.5%+16.6pp |
| Annual return | 22.27% | 27.32%-5.1pp | 802.97%-780.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $8,590 | $3,324+158.4% | $5,144+67.0% | $2,440+252.0% |
| Participant deferral / active EE | $5,182 | $3,260+59.0% | $5,198-0.3% | $3,608+43.6% |
| Admin fee / account holder | $194 | $5,880-96.7% | $13,955-98.6% | $5,124-96.2% |