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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,959 | $138,385+43.0% | $184,243+7.4% | $80,925+144.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.06% | 20.02%+1.0pp | 28.82%-7.8pp | 35.65%-14.6pp |
| Employer contribution / active EE | $12,790 | $4,851+163.7% | $6,427+99.0% | $2,756+364.0% |
| Participant deferral / active EE | $19,677 | $7,075+178.1% | $9,132+115.5% | $4,299+357.8% |
| Admin fee / account holder | $92 | $10,489-99.1% | $13,914-99.3% | $6,940-98.7% |