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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,630 | $109,359+95.3% | $162,185+31.7% | $72,976+192.7% |
| Participation rate | 79.3% | 84.3%-4.9pp | 87.6%-8.2pp | 69.5%+9.8pp |
| Annual return | 20.61% | 25.46%-4.8pp | 115.61%-95.0pp | 81.02%-60.4pp |
| Employer contribution / active EE | $21,241 | $3,907+443.6% | $5,613+278.4% | $2,440+770.5% |
| Participant deferral / active EE | $12,348 | $5,481+125.3% | $7,297+69.2% | $3,608+242.3% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |