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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,908 | $91,474+121.8% | $135,982+49.2% | $71,529+183.7% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 20.32% | 29.89%-9.6pp | 68.32%-48.0pp | 28.97%-8.7pp |
| Employer contribution / active EE | $7,228 | $3,705+95.1% | $4,859+48.8% | $2,590+179.1% |
| Participant deferral / active EE | $9,215 | $7,095+29.9% | $7,760+18.8% | $4,291+114.7% |
| Admin fee / account holder | $56 | $1,267-95.6% | $10,767-99.5% | $1,588-96.5% |