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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,817 | $93,617+126.3% | $135,982+55.8% | $75,177+181.8% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 20.45% | 30.89%-10.4pp | 68.32%-47.9pp | 160.75%-140.3pp |
| Employer contribution / active EE | $6,805 | $3,538+92.3% | $4,859+40.1% | $2,671+154.8% |
| Participant deferral / active EE | $10,630 | $6,406+65.9% | $7,760+37.0% | $4,126+157.6% |
| Admin fee / account holder | $1 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |