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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,141 | $95,415+125.5% | $185,851+15.8% | $85,851+150.6% |
| Participation rate | 97.4% | 68.8%+28.7pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 17.76% | 23.59%-5.8pp | 122.11%-104.3pp | 318.63%-300.9pp |
| Employer contribution / active EE | $5,069 | $3,314+53.0% | $5,168-1.9% | $2,565+97.6% |
| Participant deferral / active EE | $5,115 | $3,424+49.4% | $5,569-8.2% | $3,952+29.4% |
| Admin fee / account holder | $24 | $7,215-99.7% | $16,245-99.8% | $6,261-99.6% |