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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,093 | $86,288+178.2% | $111,306+115.7% | $85,851+179.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.56% | 19.99%-2.4pp | 54.67%-37.1pp | 318.63%-301.1pp |
| Employer contribution / active EE | $3,313 | $2,044+62.1% | $2,732+21.3% | $2,565+29.2% |
| Participant deferral / active EE | $6,189 | $3,641+70.0% | $4,488+37.9% | $3,952+56.6% |
| Admin fee / account holder | $55 | $8,189-99.3% | $7,966-99.3% | $6,261-99.1% |