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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,609 | $69,511+73.5% | $94,672+27.4% | $71,529+68.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 20.24% | 29.67%-9.4pp | 156.89%-136.7pp | 28.97%-8.7pp |
| Employer contribution / active EE | $4,673 | $2,853+63.8% | $3,673+27.2% | $2,590+80.4% |
| Participant deferral / active EE | $11,813 | $7,348+60.8% | $7,417+59.3% | $4,291+175.3% |
| Admin fee / account holder | $12 | $1,211-99.0% | $7,222-99.8% | $1,588-99.2% |