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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,335 | $106,524+81.5% | $152,301+26.9% | $87,485+121.0% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 22.40% | 26.89%-4.5pp | 80.50%-58.1pp | 26.06%-3.7pp |
| Employer contribution / active EE | $22,784 | $3,371+575.8% | $4,624+392.7% | $2,596+777.6% |
| Participant deferral / active EE | $13,449 | $6,525+106.1% | $8,004+68.0% | $4,274+214.7% |
| Admin fee / account holder | $180 | $8,287-97.8% | $14,398-98.7% | $7,775-97.7% |