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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,975 | $77,908+166.9% | $149,696+38.9% | $75,173+176.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.71% | 31.73%-7.0pp | 134.46%-109.7pp | 160.72%-136.0pp |
| Employer contribution / active EE | $3,841 | $3,138+22.4% | $4,821-20.3% | $2,671+43.8% |
| Participant deferral / active EE | $13,408 | $3,411+293.1% | $5,682+136.0% | $4,126+224.9% |
| Admin fee / account holder | $281 | $5,950-95.3% | $13,212-97.9% | $5,651-95.0% |