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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,646 | $93,617+114.3% | $135,982+47.6% | $75,177+166.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.32% | 30.89%-4.6pp | 68.32%-42.0pp | 160.75%-134.4pp |
| Employer contribution / active EE | $47,065 | $3,538+1230.2% | $4,859+868.6% | $2,671+1662.0% |
| Participant deferral / active EE | $2,843 | $6,406-55.6% | $7,760-63.4% | $4,126-31.1% |
| Admin fee / account holder | $233 | $6,980-96.7% | $10,767-97.8% | $5,651-95.9% |