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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,132 | $81,331+135.0% | $155,534+22.9% | $80,935+136.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $7,504 | $3,105+141.7% | $4,675+60.5% | $2,757+172.2% |
| Participant deferral / active EE | $5,438 | $3,454+57.4% | $5,630-3.4% | $4,299+26.5% |
| Admin fee / account holder | $3 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |