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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,693 | $95,415+141.8% | $185,851+24.1% | $85,851+168.7% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.5pp |
| Annual return | 25.55% | 23.59%+2.0pp | 122.11%-96.6pp | 318.63%-293.1pp |
| Employer contribution / active EE | $5,668 | $3,314+71.0% | $5,168+9.7% | $2,565+121.0% |
| Participant deferral / active EE | $10,584 | $3,424+209.1% | $5,569+90.1% | $3,952+167.8% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |