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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,825 | $94,031+80.6% | $115,768+46.7% | $82,448+106.0% |
| Participation rate | 92.4% | 70.4%+22.0pp | 74.4%+18.0pp | 68.1%+24.4pp |
| Annual return | 18.78% | 20.61%-1.8pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,116 | $2,323+77.2% | $2,940+40.0% | $2,551+61.4% |
| Participant deferral / active EE | $7,562 | $3,972+90.4% | $4,917+53.8% | $4,139+82.7% |
| Admin fee / account holder | $25 | $10,249-99.8% | $12,439-99.8% | $7,234-99.7% |