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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,397 | $81,233+192.2% | $155,567+52.6% | $80,874+193.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.97% | 33.33%-14.4pp | 64.74%-45.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $4,297 | $3,101+38.6% | $4,674-8.1% | $2,756+55.9% |
| Participant deferral / active EE | $13,562 | $3,452+292.9% | $5,628+141.0% | $4,297+215.6% |
| Admin fee / account holder | $140 | $7,998-98.3% | $15,916-99.1% | $6,935-98.0% |