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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,194 | $109,359+85.8% | $162,185+25.3% | $72,976+178.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.07% | 25.46%-4.4pp | 115.61%-94.5pp | 81.02%-59.9pp |
| Employer contribution / active EE | $5,930 | $3,907+51.8% | $5,613+5.6% | $2,440+143.0% |
| Participant deferral / active EE | $8,886 | $5,481+62.1% | $7,297+21.8% | $3,608+146.3% |
| Admin fee / account holder | $60 | $7,972-99.3% | $10,844-99.5% | $5,124-98.8% |