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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,550 | $91,474+89.7% | $135,982+27.6% | $71,529+142.6% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 18.11% | 29.89%-11.8pp | 68.32%-50.2pp | 28.97%-10.9pp |
| Employer contribution / active EE | $8,027 | $3,705+116.6% | $4,859+65.2% | $2,590+210.0% |
| Participant deferral / active EE | $3,766 | $7,095-46.9% | $7,760-51.5% | $4,291-12.2% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |