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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,335 | $106,749+81.1% | $145,433+32.9% | $82,448+134.5% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 22.40% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.2pp |
| Employer contribution / active EE | $22,784 | $3,444+561.5% | $4,554+400.3% | $2,551+793.2% |
| Participant deferral / active EE | $13,449 | $6,519+106.3% | $7,897+70.3% | $4,139+224.9% |
| Admin fee / account holder | $180 | $8,390-97.9% | $13,129-98.6% | $7,234-97.5% |