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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,137 | $78,690+164.5% | $161,489+28.9% | $87,485+137.9% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 16.93% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $8,867 | $2,588+242.6% | $4,268+107.7% | $2,596+241.5% |
| Participant deferral / active EE | $6,905 | $3,311+108.6% | $5,630+22.7% | $4,274+61.6% |
| Admin fee / account holder | $201 | $6,724-97.0% | $16,006-98.7% | $7,775-97.4% |