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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,051 | $76,551+188.8% | $123,894+78.4% | $62,881+251.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,501 | $2,882+125.5% | $4,617+40.8% | $2,281+185.0% |
| Participant deferral / active EE | $7,065 | $4,840+46.0% | $5,984+18.1% | $3,203+120.6% |
| Admin fee / account holder | $24 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |