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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,093 | $87,834+175.6% | $133,975+80.7% | $62,881+285.0% |
| Participation rate | 83.3% | 83.4%0pp | 87.1%-3.7pp | 69.3%+14.0pp |
| Annual return | 20.38% | 12.05%+8.3pp | 29.29%-8.9pp | 20.14%+0.2pp |
| Employer contribution / active EE | $6,041 | $3,482+73.5% | $5,211+15.9% | $2,281+164.9% |
| Participant deferral / active EE | $11,622 | $4,812+141.5% | $6,282+85.0% | $3,203+262.9% |
| Admin fee / account holder | $55 | $5,372-99.0% | $9,324-99.4% | $4,296-98.7% |