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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,531 | $123,793+54.7% | $177,848+7.7% | $79,856+139.8% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 20.81% | 22.82%-2.0pp | 48.33%-27.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $26,829 | $4,095+555.1% | $5,919+353.3% | $2,471+985.7% |
| Participant deferral / active EE | $12,073 | $5,956+102.7% | $7,714+56.5% | $3,741+222.8% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |