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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,384 | $77,358+215.9% | $102,184+139.2% | $87,485+179.3% |
| Participation rate | 95.0% | 78.7%+16.3pp | 82.6%+12.4pp | 68.9%+26.1pp |
| Annual return | 18.20% | 41.11%-22.9pp | 31.58%-13.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,742 | $2,562+85.1% | $3,594+32.0% | $2,596+82.6% |
| Participant deferral / active EE | $13,103 | $6,753+94.1% | $8,309+57.7% | $4,274+206.6% |
| Admin fee / account holder | $204 | $6,809-97.0% | $11,609-98.2% | $7,775-97.4% |