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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,384 | $78,197+212.5% | $98,090+149.1% | $82,637+195.7% |
| Participation rate | 95.0% | 77.5%+17.5pp | 81.5%+13.5pp | 68.1%+26.9pp |
| Annual return | 18.20% | 40.25%-22.1pp | 37.05%-18.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $4,742 | $2,605+82.1% | $3,606+31.5% | $2,552+85.8% |
| Participant deferral / active EE | $13,103 | $6,636+97.5% | $7,845+67.0% | $4,126+217.6% |
| Admin fee / account holder | $204 | $14,832-98.6% | $11,815-98.3% | $7,339-97.2% |