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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,717 | $109,359+90.9% | $162,177+28.7% | $72,975+186.0% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 27.31% | 25.46%+1.9pp | 115.60%-88.3pp | 81.01%-53.7pp |
| Employer contribution / active EE | $13,972 | $3,907+257.6% | $5,613+148.9% | $2,440+472.6% |
| Participant deferral / active EE | $14,917 | $5,481+172.2% | $7,297+104.4% | $3,608+313.5% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |