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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,723 | $93,598+113.4% | $135,974+46.9% | $75,173+165.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.46% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.3pp |
| Employer contribution / active EE | $7,500 | $3,538+112.0% | $4,859+54.4% | $2,671+180.8% |
| Participant deferral / active EE | $10,852 | $6,405+69.4% | $7,760+39.8% | $4,126+163.0% |
| Admin fee / account holder | $67 | $6,978-99.0% | $10,767-99.4% | $5,651-98.8% |