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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,942 | $125,797+90.7% | $170,043+41.1% | $75,173+219.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.76% | 27.20%-13.4pp | 53.40%-39.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $16,336 | $4,616+253.9% | $6,790+140.6% | $2,671+511.6% |
| Participant deferral / active EE | $15,713 | $6,838+129.8% | $10,410+50.9% | $4,126+280.8% |
| Admin fee / account holder | $262 | $8,177-96.8% | $12,824-98.0% | $5,651-95.4% |