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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,101 | $98,776+143.1% | $149,745+60.3% | $79,856+200.7% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 13.99% | 27.38%-13.4pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,093 | $3,217-34.9% | $4,646-54.9% | $2,471-15.3% |
| Participant deferral / active EE | $7,916 | $5,681+39.3% | $6,843+15.7% | $3,741+111.6% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |