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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,317 | $72,486+226.0% | $87,103+171.3% | $72,976+223.8% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 20.52% | 24.46%-3.9pp | 28.19%-7.7pp | 81.02%-60.5pp |
| Employer contribution / active EE | $8,981 | $1,894+374.2% | $2,521+256.2% | $2,440+268.1% |
| Participant deferral / active EE | $7,600 | $3,270+132.4% | $4,049+87.7% | $3,608+110.7% |
| Admin fee / account holder | $30 | $5,055-99.4% | $7,491-99.6% | $5,124-99.4% |