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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,958 | $57,065+311.7% | $75,670+210.5% | $70,131+235.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 21.87% | 23.57%-1.7pp | 27.34%-5.5pp | 73.14%-51.3pp |
| Employer contribution / active EE | $12,540 | $1,817+590.3% | $2,352+433.2% | $2,342+435.3% |
| Participant deferral / active EE | $13,954 | $2,580+440.9% | $3,142+344.1% | $3,332+318.8% |
| Admin fee / account holder | $75 | $3,825-98.0% | $5,800-98.7% | $4,645-98.4% |