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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,618 | $72,177+216.7% | $115,038+98.7% | $59,633+283.4% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | 29.21% | 12.02%+17.2pp | 26.14%+3.1pp | 2041.45%-2012.2pp |
| Employer contribution / active EE | $7,023 | $2,841+147.2% | $4,608+52.4% | $2,203+218.9% |
| Participant deferral / active EE | $8,772 | $4,783+83.4% | $6,026+45.6% | $3,192+174.8% |
| Admin fee / account holder | $261 | $4,927-94.7% | $8,175-96.8% | $4,297-93.9% |