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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,021 | $91,037+129.6% | $71,671+191.6% | $147,585+41.6% |
| Participation rate | 87.5% | 76.1%+11.4pp | 68.7%+18.8pp | 82.8%+4.7pp |
| Annual return | 17.74% | 20.48%-2.7pp | 20.65%-2.9pp | 578.57%-560.8pp |
| Employer contribution / active EE | $9,869 | $3,327+196.6% | $2,460+301.2% | $4,876+102.4% |
| Participant deferral / active EE | $13,395 | $4,498+197.8% | $3,438+289.6% | $5,439+146.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |