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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,179 | $97,648+110.1% | $121,663+68.6% | $87,485+134.5% |
| Participation rate | 81.5% | 70.5%+11.0pp | 74.5%+7.0pp | 68.9%+12.5pp |
| Annual return | 15.39% | 18.03%-2.6pp | 147.54%-132.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,281 | $2,300+42.6% | $3,020+8.6% | $2,596+26.4% |
| Participant deferral / active EE | $7,595 | $3,923+93.6% | $4,887+55.4% | $4,274+77.7% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |